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Original filing (PDF)20251014171610NAL0003484433001
PANTHEON FREEDOM, INC.
Form 5500
FILING_RECEIVED
ACHIEVE 401(K) PLAN
401(k) retirement plan
Active participants
2,400
Accounts w/ balance
2,822
Plan assets (EOY)
$133.6M
Net assets (EOY)
$133.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANTHEON FREEDOM, INC..
Plan sponsor
Name
PANTHEON FREEDOM, INC.
EIN
84-4295233
Address
1875 S GRANT ST · STE 400 · SAN MATEO, CA · 94402
Phone
(480) 880-7223
Industry
Finance & Insurancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $104K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $27K | — |
Investments
27 direct securities · 1 pooled fund· $133.6M(100% of reported assets)
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.
Uncategorized
$131.5M
27 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $15.0M | 11.3% | |
| Vanguard Institutional Index Mutual fund | — | — | — | $15.0M | 11.2% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $14.5M | 10.8% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $14.2M | 10.6% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $11.1M | 8.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $9.8M | 7.4% | |
| T. Rowe Price Blue Chip Growth Fund Mutual fund | — | — | — | $6.4M | 4.8% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $6.3M | 4.7% | |
| Vanguard Int Extended Market Index Trust Mutual fund | — | — | — | $6.3M | 4.7% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $6.1M | 4.5% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual fund | — | — | — | $4.0M | 3.0% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $3.5M | 2.6% | |
| Various participants Participant loans (maturing 2025–2049 | — | — | — | $3.2M | 2.4% | |
| Dodge & Cox Stock Fund Mutual fund | — | — | — | $3.0M | 2.2% | |
| Vanguard Total International Stock AD Mutual fund | — | — | — | $2.2M | 1.6% | |
| METLIFE STABLE VAL J GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.1M | 1.6% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual fund | — | — | — | $1.8M | 1.4% | |
| Various — mutual funds, common stock * Self-Directed Brokerage Account | — | — | — | $1.8M | 1.3% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $1.6M | 1.2% | |
| Dodge & Cox International Stock Fund Mutual fund | — | — | — | $1.6M | 1.2% | |
| and interest bearing cash Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $1.2M | 0.9% | |
| Similar Party and Description Value Dodge & Cox Income Fund Mutual fund - | — | — | — | $1.2M | 0.9% | |
| Vanguard Cash Reserves Federal MMF AS Mutual fund | — | — | — | $680K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $668K | 0.5% | |
| DFA US Small CAP 1 Mutual fund | — | — | — | $378K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $116K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $104K | <0.1% | |
| Fidelity Government Money Market Mutual fund | — | — | — | $2K | <0.1% |