Original filing (PDF)20250630093817NAL0027074930001

FREEDMAN & HAAS, P.A.

Name: FREEDMAN & HAAS, P.A. — FREEDMAN & HAAS, P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FREEDMAN & HAAS, P.A.

Form 5500-SF

FILING_RECEIVED

FREEDMAN & HAAS, P.A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREEDMAN & HAAS, P.A..

Plan sponsor

Name

FREEDMAN & HAAS, P.A.

EIN

65-0340813all filings

Address

2424 S DIXIE HWY · WEST PALM BEACH, FL · 33401

Phone

(561) 659-7660

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

KELLY WIECHART DMD PLLC

KELLY WIECHART DMD 401(K) PLAN

$312K · 8 participants

RYAN WATKINS DDS, INC.

RYAN WATKINS DDS 401(K) PLAN

$312K · 5 participants

ZACHARY DAN SOARD DMD., LTD

BATTLE BORN DENTISTRY 401(K) PLAN

$312K · 38 participants

ROZACH DENTAL, LLC

ROZACH DENTAL, LLC 401(K) PLAN

$312K · 18 participants

ARCTIC DENTAL, PLC

ARCTIC DENTAL, PLC 401(K) PLAN

$312K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.