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

Freedom Financial Group, LLC's plan reported $1.5M in assets and 15 participants for 2024.

Original filing (PDF)20250922100057NAL0005066577001

Freedom Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Freedom Financial Group 401(k) Plan

401(k) retirement plan · Freedom Financial Group, LLC's Freedom Financial Group 401(k) Plan held $1.5M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Freedom Financial Group, LLC's EIN is 56-2565556.

EIN 56-2565556

Plan number 001

Plan year 2024

ACK ID 20250922100057NAL0005066577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Freedom Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 GROUP, 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