How big is Freedom Equity's plan?

Freedom Equity's plan reported $15K in assets and 6 participants for 2024.

Original filing (PDF)20250723172048NAL0009365570001

Freedom Equity

Name: Freedom Equity — Freedom Equity 401(k) Plan, Form 5500 (2024)
Creator: Freedom Equity
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Freedom Equity 401(k) Plan

401(k) retirement plan · Freedom Equity's Freedom Equity 401(k) Plan held $15K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

Plan identifiers

Freedom Equity's EIN is 88-2726911.

EIN 88-2726911

Plan number 001

Plan year 2024

ACK ID 20250723172048NAL0009365570001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FREEDOM EQUITY

EIN

all filings

Address

341 S 3RD ST · COLUMBUS, OH · 43215

Phone

(614) 679-8406

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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