How big is Freedom Wealth Management LLC's plan?

Freedom Wealth Management LLC's plan reported $32K in assets and 14 participants for 2024.

Original filing (PDF)20250904050357NAL0026985664001

Freedom Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Freedom Wealth Management LLC 401(k) Plan

401(k) retirement plan · Freedom Wealth Management LLC's Freedom Wealth Management LLC 401(k) Plan held $32K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

People on this filing

John Pulleyn signed Freedom Wealth Management LLC's 2024 Form 5500 as plan administrator.

John Pulleyn — 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

Freedom Wealth Management LLC's EIN is 81-4611650.

EIN 81-4611650

Plan number 001

Plan year 2024

ACK ID 20250904050357NAL0026985664001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Freedom Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off