How big is The Stephen Freeman Group LLC's plan?

The Stephen Freeman Group LLC's plan reported $40K in assets and 3 participants for 2024.

Original filing (PDF)20250917124830NAL0000256339001

The Stephen Freeman Group LLC

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

Form 5500-SF

FILING_RECEIVED

Stephen Freeman Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Stephen Freeman Group LLC's Stephen Freeman Group LLC 401(k) Profit Sharing Plan held $40K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

People on this filing

Stephen Freeman signed The Stephen Freeman Group LLC's 2024 Form 5500 as plan administrator.

Stephen Freeman — 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

The Stephen Freeman Group LLC's EIN is 81-0998494.

EIN 81-0998494

Plan number 002

Plan year 2024

ACK ID 20250917124830NAL0000256339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Stephen Freeman Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Stephen Freeman Group LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE STEPHEN FREEMAN 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