How big is Freeman Financial's plan?

Freeman Financial's plan reported $718K in assets and 3 participants for 2024.

Original filing (PDF)20251008083831NAL0009395024001

Freeman Financial

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

Form 5500-SF

FILING_RECEIVED

Freeman Financial 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Freeman Financial's Freeman Financial 401(k) Profit Sharing Plan & Trust held $718K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

People on this filing

James D Freeman signed Freeman Financial's 2024 Form 5500 as plan administrator.

James D Freeman — 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

Freeman Financial's EIN is 45-2504528.

EIN 45-2504528

Plan number 001

Plan year 2024

ACK ID 20251008083831NAL0009395024001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Freeman Financial'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 FREEMAN FINANCIAL.

Finding similar companies…

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).

Plan sponsor

Name

FREEMAN FINANCIAL

EIN

all filings

Address

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

Phone

(941) 320-6798

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator