How big is Freedom Financial Planning, LLC's plan?

Freedom Financial Planning, LLC's plan reported $876K in assets and 4 participants for 2024.

Original filing (PDF)20250725145438NAL0003257683001

Freedom Financial Planning, LLC

Name: Freedom Financial Planning, LLC — Freedom Financial, Form 5500 (2024)
Creator: Freedom Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Freedom Financial Planning, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Freedom Financial Planning, LLC's Freedom Financial Planning, LLC 401(k) Profit Sharing Plan held $876K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

People on this filing

JUDY Plain signed Freedom Financial Planning, LLC's 2024 Form 5500 as plan administrator.

JUDY Plain — 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

Freedom Financial Planning, LLC's EIN is 46-4219351.

EIN 46-4219351

Plan number 001

Plan year 2024

ACK ID 20250725145438NAL0003257683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Freedom Financial Planning, LLC's plan includes profit-sharing, a 401(k) feature, 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 FINANCIAL PLANNING, LLC.

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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