Original filing (PDF)20250418101306NAL0001279651001

FREEDOM ESCROW

Name: FREEDOM ESCROW — FREEDOM ESCROW RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: FREEDOM ESCROW

Form 5500-SF

FILING_RECEIVED

FREEDOM ESCROW RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREEDOM ESCROW.

Plan sponsor

Name

FREEDOM ESCROW

EIN

95-2799076

Address

1200 NEWPORT CENTER DRIVE, STE 180 · NEWPORT BEACH, CA · 926605931

Phone

(949) 644-3939

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

2025-04-18

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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