Vernon Saunders signed Freedom Technology Solutions Group,LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Freedom Technology Solutions Group,LLC's EIN is 20-1679732.
Download the official 2024 Form 5500 (PDF) for Freedom Technology Solutions Group,LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Freedom Technology Solutions Group,LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RET PLAN SERVICES | 01-0233346 | BOSTON, MA | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | ADVISORY | $44K | — |
| MILLENIUM INVESTMENT & RETIREMENT A |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CHARLOTTE, NC |
| ADVISORY |
| $3K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Ret 2040 Inst | Mutual Funds | — | — | $4.6M | 15.9% | |
| Fidelity Investment Inc. Fidelity 500 Index Fd | Common Collective Trusts | — | — | $3.1M | 10.7% | |
| The Vanguard Group Vanguard Target Ret 2045 Inst | Mutual Funds | — | — | $2.9M | 9.9% | |
| The Vanguard Group Vanguard Target Ret 2060 Inst | Mutual Funds | — | — | $2.2M | 7.8% | |
| The Vanguard Group Vanguard Target Ret 2055 Inst | Mutual Funds | — | — | $2.2M | 7.7% | |
| The Vanguard Group Vanguard Target Ret 2030 Inst | Mutual Funds | — | — | $2.2M | 7.7% | |
| The Vanguard Group Vanguard Target Ret 2035 Inst | Mutual Funds | — | — | $1.4M | 5.0% | |
| The Vanguard Group Vanguard Target Ret 2050 Inst | Mutual Funds | — | — | $1.4M | 5.0% | |
| Fidelity Investment Inc. Fidelity Inf-Pr Bond Index Fund | Common Collective Trusts | — | — | $1.4M | 4.7% | |
| The Vanguard Group Vanguard Target Ret 2025 Inst | Mutual Funds | — | — | $1.3M | 4.4% | |
| JPMorgan Chase JPMorgan U.S. Equity Fd R6 | Other securities | — | — | $695K | 2.4% | |
| The Vanguard Group Vanguard Target Ret 2065 Inst | Mutual Funds | — | — | $445K | 1.5% | |
| Fidelity Investment Inc. Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $432K | 1.5% | |
| Company LLC Fidelity Investment Inc. Fidelity International Index Fund | Common Collective Trusts | — | — | $409K | 1.4% | |
| Self Directed Brokerage Accounts * John Hancock Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $317K | 1.1% | |
| Fidelity Investment Inc. Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $315K | 1.1% | |
| Participant Loans * Participant Loans Interest rates: 4.25% to 9.50% | Bonds / Notes | — | — | $314K | 1.1% | |
| The Vanguard Group Vanguard Info Tech Idx Admiral | Common Collective Trusts | — | — | $308K | 1.1% | |
| Great Gray Trust Company Large Cap Growth Fund III I1 | Common Stocks | — | — | $281K | 1.0% | |
| American Funds American New Perspective R6 | Mutual Funds | — | — | $258K | 0.9% | |
| The Vanguard Group Vanguard Balanced Index Ad | Mutual Funds | — | — | $237K | 0.8% | |
| Fidelity Investment Inc. Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $230K | 0.8% | |
| American Funds American New World Fund R6 | Mutual Funds | — | — | $197K | 0.7% | |
| Great Gray Trust Company Stable Value Fund Class I1 | Stable Value | — | — | $183K | 0.6% | |
| Wilmington Large Cap Value I1 | Other securities | — | — | $176K | 0.6% | |
| The Vanguard Group Vanguard Health Care Idx Admiral | Common Collective Trusts | — | — | $162K | 0.6% | |
| BlackRock, Inc. BlackRock Total Return Bond 6 | Common Stocks | — | — | $142K | 0.5% | |
| Cohen & Steers Cohen & Steers US Realty RS | Other securities | — | — | $137K | 0.5% | |
| The Vanguard Group Vanguard Target Ret Income Fd | Mutual Funds | — | — | $135K | 0.5% | |
| Pacific Investments Management PIMCO Income Fund Inst | Mutual Funds | — | — | $133K | 0.5% | |
| BlackRock, Inc. BlackRock Adv Sm Cap Core K | Common Stocks | — | — | $121K | 0.4% | |
| Company LLC The Vanguard Group Vanguard Target Ret 2020 Inst | Mutual Funds | — | — | $87K | 0.3% | |
| Great Gray Trust Company International Stock Fund Class I1 | Common Stocks | — | — | $67K | 0.2% | |
| Great Gray Trust Company Mid Cap Growth Class I1 | Common Stocks | — | — | $66K | 0.2% | |
| Common Collective Trusts MetLife Investment Management MetLife SV Series 25053 Cl 0 | Common Collective Trusts | — | — | $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 | U.S. Treasuries | — | — | $51K | 0.2% | |
| Great Gray Trust Company International Equity Fund I1 | Common Stocks | — | — | $49K | 0.2% | |
| Great Gray Trust Company Small Cap Value Fund III I1 | Common Stocks | — | — | $37K | 0.1% | |
| Great Gray Trust Company MFS Mid Cap Value Fund 2W | Mutual Funds | — | — | $35K | 0.1% | |
| Great Gray Trust Company Small Cap Growth II Class I1 | Common Stocks | — | — | $16K | <0.1% | |
| Dimensional Fund Advisors, Inc. DFA Inflation-Protect Secs I | Mutual Funds | — | — | $14K | <0.1% |
