· 2022–2024 · DOL EFAST2

FREEDOM FINANCIAL PLANNING, LLC — FREEDOM FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250725145438NAL0003257683001

FREEDOM FINANCIAL PLANNING, LLC

Form 5500-SF

FILING_RECEIVED

FREEDOM FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FREEDOM FINANCIAL PLANNING, LLC

EIN

46-4219351all filings

Address

1159 PITTSFORD-VICTOR ROAD · SUITE 120 · PITTSFORD, NY · 14534

Phone

(585) 678-8000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

RAINE AND ASSOCIATES RETIREMENT SAVINGS PLAN

$876K · 2 participants

LDB CORPORATION

LDB CORPORATION 401(K) PLAN

$876K · 2 participants

PHASE 3 CAPITAL MANAGEMENT LLC

PHASE 3 CAPITAL MANAGEMENT LLC 401(K) PLAN

$877K · 8 participants

BASS AND BELL, INC.

BASS AND BELL, INC. 401(K) PLAN

$876K · 5 participants

XPLORER CAPITAL LLC

XPLORER CAPITAL LLC DEFINED BENEFIT PLAN & TRUST

$876K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.