Original filing (PDF)20231003190510NAL0025025360001

FREE2B, LLC

Name: FREE2B, LLC — FREE2B INDIVIDUAL 401(K) PLAN, Form 5500 (2022)
Creator: FREE2B, LLC

Form 5500-SF

FILING_RECEIVED

FREE2B INDIVIDUAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$243K

Net assets (EOY)

$243K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREE2B, LLC.

Plan sponsor

Name

FREE2B, LLC

EIN

46-5637312

Address

2557 E. VISTA VERDE ST. · GILBERT, AZ · 85298

Phone

(480) 251-0850

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

PINNACLE PLAN DESIGN, LLC

EIN

20-3970947

City

TUCSON, AZ

Phone

(520) 618-1305

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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