Original filing (PDF)20231027083616NAL0009333617001

FREEDOM TAX & BUSINESS SERVICES, LLC

Name: FREEDOM TAX & BUSINESS SERVICES, LLC — FREEDOM TAX & BUSINESS SERVICES, LLC 401(K) PLAN, Form 5500 (2022)
Creator: FREEDOM TAX & BUSINESS SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

FREEDOM TAX & BUSINESS SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREEDOM TAX & BUSINESS SERVICES, LLC.

Plan sponsor

Name

FREEDOM TAX & BUSINESS SERVICES, LLC

EIN

11-3512290

Address

550 BROADWAY AVENUE · HOLBROOK, NY · 11741

Phone

(631) 585-4000

Industry

Professional & Technical Servicessee all

Plan administrator