· 2022–2024 · DOL EFAST2

FREEDOM FINANCIAL PLANNERS — FREEDOM FINANCIAL PLANNERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250605114853NAL0011520177001

FREEDOM FINANCIAL PLANNERS

Form 5500-SF

FILING_RECEIVED

FREEDOM FINANCIAL PLANNERS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

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

81

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

FREEDOM FINANCIAL PLANNERS

EIN

92-1058568

Address

777 S HARBOUR ISLAND BLVD · SUITE 225 · TAMPA, FL · 33602

Phone

(727) 229-0012

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

2025-06-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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TAUZIN WEALTH MANAGEMENT 401(K) RETIREMENT PLAN

$144K · 4 participants

INTEGRITY FINANCIAL

INTEGRITY FINANCIAL 401(K) P/S PLAN

$144K · 3 participants

SAGE WEALTH PLANNING, LLC

SAGE WEALTH PLANNING 401(K) PLAN

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