Original filing (PDF)20250327132103NAL0017448513001

FREEDOM EQUITY INC.

Name: FREEDOM EQUITY INC. — FREEDOM EQUITY INC. SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: FREEDOM EQUITY INC.

Form 5500-SF

FILING_RECEIVED

FREEDOM EQUITY INC. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$722

Net assets (EOY)

$222

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

FREEDOM EQUITY INC.

EIN

88-2726911all filings

Address

780 MT VERNON AVENUE · COLUMBUS, OH · 43203

Phone

(614) 484-7075

Industry

Constructionsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

AMERICAN STONE PROS, LLC

AMERICAN STONE PROS, LLC 401(K) PLAN

$725 · 2 participants

TRADEMARK CARRIAGE HOLDINGS, INC

ORANGE COUNTY CONCRETE CUTTING AND CORING 401(K) PLAN

$717 · 1 participants

OSCORP DEMOLITION INC

OSCORP DEMOLITION INC 401K PLAN

$713 · 11 participants

H GLASGOW CONSTRUCTION

H GLASGOW CONSTRUCTION SOCA BENEFIT PLAN

$736 · 1 participants

FENDER EXCAVATING LLC

FENDER EXCAVATING LLC CBIN BENEFIT PLAN

$703 · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.