Freedom Mortgage 401k Plan — Form 5500 plan (Freedom Mortgage Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Freedom Mortgage 401k Plan is a benefit plan reported by Freedom Mortgage Corporation under EIN 22-3039688 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,033 participants and $180,258,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freedom Mortgage Corporation
- EIN
- 22-3039688
- Plan number
- 001
- Plan type
- 2
- Location
- Mt. Laurel, NJ
- Latest filing year
- 2023
- Participants
- 6,033
- End-of-year plan assets
- $180,258,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,033 | H, C | 20241014145414NAL0015149043002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,258,303
- Net assets (EOY)
- $180,258,303
- Net assets (BOY)
- $167,637,972
Income & contributions
- Employer contributions
- $3,784,873
- Participant contributions
- $17,586,968
- Total contributions
- $23,243,810
- Total income / additions
- $50,514,448
Expenses & distributions
- Benefits paid
- $36,394,513
- Administrative expenses
- $571,877
- Total expenses
- $37,182,210
- Net increase / (decrease)
- $13,332,238
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $379,029 | $0 | 2023 |
| Lpl Financial Retirement Partners | CONSULTANT | $166,598 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Grp Inc | INVESTMENT ADVISORY-PLAN | $26,250 | not reported in the loaded dataset | 2023 |
| National Financial Services, Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Freedom Mortgage Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mt. Laurel, NJ
- Transamerica Retirement Solutions — Schedule C compensation
- Lpl Financial Retirement Partners — Schedule C compensation
- Sageview Advisory Grp Inc — Schedule C compensation
- National Financial Services, Inc. — Schedule C compensation