How big is Freerateupdatecom LLC's plan?

Freerateupdatecom LLC's plan reported $1.6M in assets and 63 participants for 2024.

Original filing (PDF)20250618090316NAL0005915554001

Freerateupdatecom LLC

Name: Freerateupdatecom LLC — Freerateupdatecom LLC 401(k), Form 5500 (2024)
Creator: Freerateupdatecom LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Freerateupdatecom LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Freerateupdatecom LLC's Freerateupdatecom LLC 401(k) Profit Sharing Plan & Trust held $1.6M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

123

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Brooke Walton signed Freerateupdatecom LLC's 2024 Form 5500 as plan administrator.

Brooke Walton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Freerateupdatecom LLC's EIN is 26-4546148.

EIN 26-4546148

Plan number 001

Plan year 2024

ACK ID 20250618090316NAL0005915554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Freerateupdatecom LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Freerateupdatecom LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

FREERATEUPDATECOM LLC

EIN

all filings

Address

6 DICKINSON DR STE 300 STE 301A · CHADDS FORD, PA · 193179689

Phone

(610) 364-5147

Industry

Professional & Technical Services

Plan administrator