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Original filing (PDF)20250715121453NAL0002104097001
DAVID HOROWITZ FREEDOM CENTER
Form 5500-SF
FILING_RECEIVED
DAVID HOROWITZ FREEDOM CENTER 403(B) PLAN
403(b) retirement plan
Active participants
14
Accounts w/ balance
7
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID HOROWITZ FREEDOM CENTER.
Plan sponsor
Name
DAVID HOROWITZ FREEDOM CENTER
EIN
95-4194642
Address
28494 WESTINGHOUSE PLACE SUITE 212 · VALENCIA, CA · 91355
Phone
(818) 849-3470
Industry
Educational Servicessee 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
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
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