FREESE & GOSS, PLLC EMPLOYEE SAVINGS TRUST
Plan Contact
- Address: 3500 MAPLE AVE STE 1100,DALLAS,TX
- Contact person: CHARLES BANNO
- Phone: (214) 761-6610
Plan General Information
FREESE & GOSS, PLLC EMPLOYEE SAVINGS TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in FREESE & GOSS, PLLC EMPLOYEE SAVINGS TRUST is 22
Enrollment Features
FREESE & GOSS, PLLC EMPLOYEE SAVINGS TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
Recent Articles
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
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