Eduardo Ramos signed Freedom Advisory, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Freedom Advisory, LLC's EIN is 83-3001140.
Download the official 2024 Form 5500 (PDF) for Freedom Advisory, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Freedom Advisory, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| STATE STREET NASDAQ 100 INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | $95K | 96.0% |
| STATE ST S & P 500 INDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | $4K | 4.0% |
| STATE STREET RUSSELL ALL CP IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 233 | Common Collective Trust | $0 | <0.1% |
| STATE STREET US INTL PROTCT BND IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | $0 | <0.1% |
| SSGA RUSSELL LC VALUE INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 226 | Common Collective Trust | $0 | <0.1% |
| STATE ST US TTL MKT INDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | $0 | <0.1% |
| STATE ST RUSSELL SMALL/MID IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | $0 | <0.1% |
| STATE STREET RUSSELL SMALL CAP INDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | $0 | <0.1% |
| SSGA RUSSELL SC VALUE INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | $0 | <0.1% |
| STATE ST GBL EQ INDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | $0 | <0.1% |
| STATE ST REIT INDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | $0 | <0.1% |
