How big is Financial Freedom Wealth Management Group's plan?

Financial Freedom Wealth Management Group's plan reported $1.4M in assets and 20 participants for 2025.

Original filing (PDF)20260413143108NAL0022247986001

Financial Freedom Wealth Management Group

Name: Financial Freedom Wealth Management Group — Form 5500 Plan 001 (2025)
Creator: Financial Freedom Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Freedom 401(k) Profit Sharing Plan

401(k) retirement plan · Financial Freedom Wealth Management Group's Financial Freedom 401(k) Profit Sharing Plan held $1.4M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Julia M Carlson signed Financial Freedom Wealth Management Group's 2025 Form 5500 as plan administrator.

Julia M Carlson — 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

Financial Freedom Wealth Management Group's EIN is 85-0533512.

EIN 85-0533512

Plan number 001

Plan year 2025

ACK ID 20260413143108NAL0022247986001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Financial Freedom Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Financial Freedom Wealth Management Group'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 FINANCIAL FREEDOM WEALTH MANAGEMENT GROUP.

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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