Original filing (PDF)20251008083831NAL0009395024001

FREEMAN FINANCIAL

Name: FREEMAN FINANCIAL — FREEMAN FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FREEMAN FINANCIAL

Form 5500-SF

FILING_RECEIVED

FREEMAN FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

FREEMAN FINANCIAL

EIN

45-2504528

Address

1 S SCHOOL AVE STE 402 · SARASOTA, FL · 342376014

Phone

(941) 320-6798

Industry