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Original filing (PDF)20250725144604NAL0005984833001
FREEDOM TECHNOLOGY SOLUTIONS GROUP,LLC
Form 5500
FILING_RECEIVED
FREEDOM TECHNOLOGY SOLUTIONS GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
153
Accounts w/ balance
218
Plan assets (EOY)
$28.8M
Net assets (EOY)
$28.8M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREEDOM TECHNOLOGY SOLUTIONS GROUP,LLC.
Plan sponsor
Name
FREEDOM TECHNOLOGY SOLUTIONS GROUP,LLC
EIN
20-1679732
Address
7061 COLUMBIA GATEWAY DR. SUITE 200 · COLUMBIA, MD · 21046
Phone
(410) 290-9035
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RET PLAN SERVICES | 01-0233346 | BOSTON, MA | RECORDKEEPER | $31K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | ADVISORY | $44K | — |
| MILLENIUM INVESTMENT & RETIREMENT A | — | CHARLOTTE, NC | ADVISORY | $3K | — |
Investments
41 direct securities · 1 pooled fund· $28.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$28.7M
40 holdings
Mutual Funds
$133K
1 holding
Pooled Separate Account
$53K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Ret 2040 Inst | — | — | — | $4.6M | 15.9% | |
| Fidelity Investment Inc. Fidelity 500 Index Fd | — | — | — | $3.1M | 10.7% | |
| The Vanguard Group Vanguard Target Ret 2045 Inst | — | — | — | $2.9M | 9.9% | |
| The Vanguard Group Vanguard Target Ret 2060 Inst | — | — | — | $2.2M | 7.8% | |
| The Vanguard Group Vanguard Target Ret 2055 Inst | — | — | — | $2.2M | 7.7% | |
| The Vanguard Group Vanguard Target Ret 2030 Inst | — | — | — | $2.2M | 7.7% | |
| The Vanguard Group Vanguard Target Ret 2035 Inst | — | — | — | $1.4M | 5.0% | |
| The Vanguard Group Vanguard Target Ret 2050 Inst | — | — | — | $1.4M | 5.0% | |
| Fidelity Investment Inc. Fidelity Inf-Pr Bond Index Fund | — | — | — | $1.4M | 4.7% | |
| The Vanguard Group Vanguard Target Ret 2025 Inst | — | — | — | $1.3M | 4.4% | |
| JPMorgan Chase JPMorgan U.S. Equity Fd R6 | — | — | — | $695K | 2.4% | |
| The Vanguard Group Vanguard Target Ret 2065 Inst | — | — | — | $445K | 1.5% | |
| Fidelity Investment Inc. Fidelity Mid Cap Index Fund | — | — | — | $432K | 1.5% | |
| Company LLC Fidelity Investment Inc. Fidelity International Index Fund | — | — | — | $409K | 1.4% | |
| Self Directed Brokerage Accounts * John Hancock Self Directed Brokerage Accounts | — | — | — | $317K | 1.1% | |
| Fidelity Investment Inc. Fidelity US Bond Index Fund | — | — | — | $315K | 1.1% | |
| Participant Loans * Participant Loans Interest rates: 4.25% to 9.50% | — | — | — | $314K | 1.1% | |
| The Vanguard Group Vanguard Info Tech Idx Admiral | — | — | — | $308K | 1.1% | |
| Great Gray Trust Company Large Cap Growth Fund III I1 | — | — | — | $281K | 1.0% | |
| American Funds American New Perspective R6 | — | — | — | $258K | 0.9% | |
| The Vanguard Group Vanguard Balanced Index Ad | — | — | — | $237K | 0.8% | |
| Fidelity Investment Inc. Fidelity Sm Cap Index Fund | — | — | — | $230K | 0.8% | |
| American Funds American New World Fund R6 | — | — | — | $197K | 0.7% | |
| Great Gray Trust Company Stable Value Fund Class I1 | — | — | — | $183K | 0.6% | |
| Wilmington Large Cap Value I1 | — | — | — | $176K | 0.6% | |
| The Vanguard Group Vanguard Health Care Idx Admiral | — | — | — | $162K | 0.6% | |
| BlackRock, Inc. BlackRock Total Return Bond 6 | — | — | — | $142K | 0.5% | |
| Cohen & Steers Cohen & Steers US Realty RS | — | — | — | $137K | 0.5% | |
| The Vanguard Group Vanguard Target Ret Income Fd | — | — | — | $135K | 0.5% | |
| Pacific Investments Management PIMCO Income Fund Inst | Mutual Funds | — | — | $133K | 0.5% | |
| BlackRock, Inc. BlackRock Adv Sm Cap Core K | — | — | — | $121K | 0.4% | |
| Company LLC The Vanguard Group Vanguard Target Ret 2020 Inst | — | — | — | $87K | 0.3% | |
| Great Gray Trust Company International Stock Fund Class I1 | — | — | — | $67K | 0.2% | |
| Great Gray Trust Company Mid Cap Growth Class I1 | — | — | — | $66K | 0.2% | |
| Common Collective Trusts MetLife Investment Management MetLife SV Series 25053 Cl 0 | — | — | — | $53K | 0.2% | |
| STABLE VALUE FUND JOHN HANCOCK · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $53K | 0.2% | |
| Pacific Investments Management PIMCO Int Bond USD Hedged Inst | — | — | — | $51K | 0.2% | |
| Great Gray Trust Company International Equity Fund I1 | — | — | — | $49K | 0.2% | |
| Great Gray Trust Company Small Cap Value Fund III I1 | — | — | — | $37K | 0.1% | |
| Great Gray Trust Company MFS Mid Cap Value Fund 2W | — | — | — | $35K | 0.1% | |
| Great Gray Trust Company Small Cap Growth II Class I1 | — | — | — | $16K | <0.1% | |
| Dimensional Fund Advisors, Inc. DFA Inflation-Protect Secs I | — | — | — | $14K | <0.1% |