· 2022–2024 · DOL EFAST2

RICK FREEDMAN & ASSOCIATES, P.A. — RICK FREEDMAN & ASSOCIATES, P.A. RETIREMENT PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250326133802NAL0015713249001

RICK FREEDMAN & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

RICK FREEDMAN & ASSOCIATES, P.A. RETIREMENT PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

65

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICK FREEDMAN & ASSOCIATES, P.A..

Plan sponsor

Name

RICK FREEDMAN & ASSOCIATES, P.A.

EIN

30-0009719

Address

3350 SW 148TH AVE STE 110 · MIRAMAR, FL · 330273237

Phone

(954) 442-2222

Industry

Law Offices· Professional & Technical Servicessee 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

2025-03-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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