How big is Freedom Wealth Partners, Inc.'s plan?

Freedom Wealth Partners, Inc.'s plan reported $2.1M in assets and 3 participants for 2025.

Original filing (PDF)20260121133949NAL0004724592001

Freedom Wealth Partners, Inc.

Name: Freedom Wealth Partners, Inc. — Freedom Wealth, Form 5500 (2025)
Creator: Freedom Wealth Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Freedom Wealth Partners 401(k) Plan

401(k) retirement plan · Freedom Wealth Partners, Inc.'s Freedom Wealth Partners 401(k) Plan held $2.1M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Freedom Wealth Partners, Inc.'s EIN is 45-5253301.

EIN 45-5253301

Plan number 001

Plan year 2025

ACK ID 20260121133949NAL0004724592001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Freedom Wealth Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Freedom Wealth Partners, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREEDOM WEALTH PARTNERS, INC..

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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