Original filing (PDF)20231016090104NAL0024387683003

THE FREEDOM FORUM, INC.

Name: THE FREEDOM FORUM, INC. — THE FREEDOM FORUM, INC. RETIREMENT PLAN, Form 5500 (2022)
Creator: THE FREEDOM FORUM, INC.

Form 5500

FILING_RECEIVED

THE FREEDOM FORUM, INC. RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

No ERISA fidelity bond

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

No ERISA fidelity bond reported.
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

THE FREEDOM FORUM, INC.

EIN

54-1604427all filings

Address

610 WATER ST SW, SUITE 300 · WASHINGTON, DC · 200242990

Phone

(202) 292-6100

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

MARCUM LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
WELLS FARGO WELLS FARGO · EIN 94-1347393 / PN 001	Common Collective Trust	$0	—

1–1 of 1

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