· 2022–2024 · DOL EFAST2

THE STEPHEN FREEMAN GROUP LLC — STEPHEN FREEMAN GROUP LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250917124830NAL0000256339001

THE STEPHEN FREEMAN GROUP LLC

Form 5500-SF

FILING_RECEIVED

STEPHEN FREEMAN GROUP LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

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

64

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 THE STEPHEN FREEMAN GROUP LLC.

Plan sponsor

Name

THE STEPHEN FREEMAN GROUP LLC

EIN

81-0998494

Address

14 SOUNDVIEW DRIVE · GREAT NECK, NY · 11020

Phone

(516) 527-0707

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2E · Profit-sharing

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

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