Freedom Scientific, Inc.'s EIN is 33-0871664.
Download the official 2024 Form 5500 (PDF) for Freedom Scientific, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Freedom Scientific, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $128K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $127 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $6.6M | 20.7% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $5.1M | 15.9% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $4.7M | 14.8% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $2.0M | 6.2% | |
| ISHARES S&P 500 INDEX K | Common Collective Trusts | — | — | $1.8M | 5.7% | |
| GENERAL ACCOUNT | Other securities | — | — | $1.7M | 5.2% | |
| FIDELITY ADVISOR TECHNOLOGY Z | Mutual Funds | — | — | $1.4M | 4.3% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $838K | 2.6% | |
| AMERICAN CENTURY ULTRA R6 | Other securities | — | — | $648K | 2.0% | |
| FIDELITY ADVISOR CONSUMER DISCRET Z | Mutual Funds | — | — | $537K | 1.7% | |
| ISHARES RUSSELL MID-CAP INDEX K | Other securities | — | — | $528K | 1.7% | |
| FIDELITY ADVISOR INDUSTRIALS Z | Mutual Funds | — | — | $498K | 1.6% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K | Other securities | — | — | $491K | 1.5% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K | Common Collective Trusts | — | — | $410K | 1.3% | |
| ISHARES U.S. AGGREGATE BOND INDEX K | Other securities | — | — | $394K | 1.2% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $343K | 1.1% | |
| BLACKROCK 60/40 TARGET ALLOCATION K | Other securities | — | — | $324K | 1.0% | |
| JPMORGAN EQUITY INCOME R6 | Other securities | — | — | $301K | 0.9% | |
| INDEXSELECT MODERATE 2065 FUND CL R GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $267K | 0.8% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $262K | 0.8% | |
| JANUS HENDERSON BALANCED N | Mutual Funds | — | — | $241K | 0.8% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $218K | 0.7% | |
| FIDELITY ADVISOR ENERGY Z | Mutual Funds | — | — | $188K | 0.6% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $185K | 0.6% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $177K | 0.6% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $163K | 0.5% | |
| JPMORGAN EMERGING MARKETS EQUITY R6 | Other securities | — | — | $161K | 0.5% | |
| PIMCO REAL RETURN INSTL | Mutual Funds | — | — | $154K | 0.5% | |
| MFS INTL DIVERSIFICATION R6 | Mutual Funds | — | — | $142K | 0.4% | |
| BLACKROCK 80/20 TARGET ALLOCATION K | Other securities | — | — | $139K | 0.4% | |
| BLACKROCK MID-CAP GROWTH EQUITY K | Other securities | — | — | $125K | 0.4% | |
| DFA REAL ESTATE SECURITIES I | Mutual Funds | — | — | $124K | 0.4% | |
| FIDELITY ADVISOR HEALTH CARE Z | Mutual Funds | — | — | $119K | 0.4% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 | Other securities | — | — | $115K | 0.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $108K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $100K | 0.3% | |
| FIDELITY ADVISOR UTILITIES Z | Mutual Funds | — | — | $83K | 0.3% | |
| FIDELITY ADVISOR FINANCIALS Z | Mutual Funds | — | — | $79K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $53K | 0.2% | |
| DFA US TARGETED VALUE I | Mutual Funds | — | — | $50K | 0.2% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 | Other securities | — | — | $45K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $37K | 0.1% | |
| BLACKROCK 40/60 TARGET ALLOCATION K | Other securities | — | — | $26K | <0.1% | |
| AMERICAN FUNDS CAPITAL INC BLDR R6 | Mutual Funds | — | — | $16K | <0.1% | |
| BLACKROCK 20/80 TARGET ALLOCATION K | Other securities | — | — | $7K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RETIREMENT SOLUTIONS SPECIALISTS |
| 27-0293282 |
| — |
| CONTRACT ADMIN |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT PROVIDER | $74K | — |
