Patrick Jeitler signed Freedom Electronics LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Freedom Electronics LLC's EIN is 46-2519334.
Download the official 2024 Form 5500 (PDF) for Freedom Electronics LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Freedom Electronics LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $4K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Lifetime Hybrid 2015 ** 943 * Principal Lifetime Hybrid 2025 | Other securities | — | — | $1.5M | 14.3% | |
| PRINLIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 14.3% | |
| Principal Lifetime Hybrid 2035 | Other securities | — | — | $1.4M | 14.0% | |
| PRINLIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 14.0% | |
| Principal Lifetime Hybrid 2030 | Other securities | — | — | $1.3M | 13.0% | |
| PRINLIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 13.0% | |
| Principal Lifetime Hybrid 2055 | Other securities | — | — | $704K | 6.8% | |
| PRINLIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $704K | 6.8% | |
| Principal Lifetime Hybrid 2045 | Other securities | — | — | $677K | 6.5% | |
| PRINLIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $677K | 6.5% | |
| Principal Lifetime Hybrid 2040 | Other securities | — | — | $673K | 6.5% | |
| PRINLIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $673K | 6.5% | |
| Columbia Balanced A | Other securities | — | — | $630K | 6.1% | |
| Principal Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $327K | 3.2% | |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $327K | 3.2% | |
| JP Morgan Large Cap Growth R3 | Other securities | — | — | $320K | 3.1% | |
| JP Morgan US Equity R3 | Other securities | — | — | $306K | 2.9% | |
| Columbia Dividend Opportunity A | Other securities | — | — | $230K | 2.2% | |
| Principal Guaranteed Option | Other securities | — | — | $228K | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $204K | 2.0% | |
| Principal Lifetime Hybrid 2050 | Other securities | — | — | $196K | 1.9% | |
| PRINLIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $196K | 1.9% | |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $192K | 1.9% | |
| MFS International Diversification R3 | Mutual Funds | — | — | $187K | 1.8% | |
| Principal Lifetime Hybrid 2060 | Other securities | — | — | $175K | 1.7% | |
| PRINLIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $175K | 1.7% | |
| Fidelity Advisor High Income Advantage A | Mutual Funds | — | — | $136K | 1.3% | |
| PRIN CORE FIX INC SEP ACCT R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $134K | 1.3% | |
| Principal Core Fixed Income Separate Account | Pooled Separate Accounts | — | — | $134K | 1.3% | |
| PRINMIDCAP VALUE I SA-R4 PRINCIPAL LIFE INSUURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $125K | 1.2% | |
| American Funds New Perspective R3 | Mutual Funds | — | — | $123K | 1.2% | |
| PRIN LIFETIME HY 2065 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $104K | 1.0% | |
| Janus Henderson Triton S | Mutual Funds | — | — | $102K | 1.0% | |
| Participant loans Interest rates range from 5.25% to 9.50% - | Bonds / Notes | — | — | $94K | 0.9% | |
| PRININTL EQUITY INDEX SA R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $71K | 0.7% | |
| Franklin Small Cap Value | Mutual Funds | — | — | $63K | 0.6% | |
| MFS Conservative Allocation R3 | Mutual Funds | — | — | $38K | 0.4% | |
| Eaton Vance Atlanta Capital Smid Cap A | Other securities | — | — | $31K | 0.3% | |
| Brandywineglobal Global Opportunities Bond A | Other securities | — | — | $12K | 0.1% | |
| Principal Inflation Protection Separate Account | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| PRIN INFLATION PROTECT SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $943 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $290 | <0.1% | |
| PRIN REAL ESTATE SECS SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISORY |
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