How big is Proxy Freedom LLC's plan?

Proxy Freedom LLC's plan reported $151K in assets and 6 participants for 2025.

Original filing (PDF)20260521072111NAL0004806114001

Proxy Freedom LLC

Name: Proxy Freedom LLC — Proxy Freedom LLC 401(k) Plan, Form 5500 (2025)
Creator: Proxy Freedom LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proxy Freedom LLC 401(k) Plan

401(k) retirement plan · Proxy Freedom LLC's Proxy Freedom LLC 401(k) Plan held $151K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

People on this filing

Bryan Caulkins signed Proxy Freedom LLC's 2025 Form 5500 as plan administrator.

Bryan Caulkins — 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

Proxy Freedom LLC's EIN is 88-2962280.

EIN 88-2962280

Plan number 001

Plan year 2025

ACK ID 20260521072111NAL0004806114001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Proxy Freedom LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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