· 2022–2024 · DOL EFAST2
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FREEDOM INVESTMENT MGMT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
1,066
Total plan assets
$67.2M
Filings (rows)
1
Direct comp
$20K
Indirect comp
$0
SERVICES PROVIDED
Other
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND
MONTEREY PENINSULA RESTAURANT AND HOTEL PENSION FUND
PACIFIC GROVE, CA
Other
NONE
1,066
$67.2M
$20K
FREEDOM INVESTMENT MGMT — Form 5500 Service Provider Profile | Form 5500 Search
