· 2022–2024 · DOL EFAST2

FREEDMAN, BRODER & COMPANY — FREEDMAN, BRODER & COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20241101112005NAL0004627616001

FREEDMAN, BRODER & COMPANY

Form 5500-SF

FILING_RECEIVED

FREEDMAN, BRODER & COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

19

Accounts w/ balance

24

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREEDMAN, BRODER & COMPANY.

Plan sponsor

Name

FREEDMAN, BRODER & COMPANY

EIN

95-4338170

Address

11100 SANTA MONICA BLVD. SUITE 400 · LOS ANGELES, CA · 90025

Phone

(310) 734-1234

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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