Freedom Financial Network 401(K) Plan — Form 5500 plan (Pantheon Freedom, Inc.)
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 Financial Network 401(K) Plan is a benefit plan reported by Pantheon Freedom, Inc. under EIN 84-4295233 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,475 participants and $109,293,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pantheon Freedom, Inc.
- EIN
- 84-4295233
- Plan number
- 001
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 3,475
- End-of-year plan assets
- $109,293,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,475 | H, C | 20241018124120NAL0019198691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,293,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,293,998
- Net assets (BOY)
- $78,070,880
Income & contributions
- Employer contributions
- $5,205,620
- Participant contributions
- $15,690,387
- Total contributions
- $23,380,477
- Total income / additions
- $39,634,029
Expenses & distributions
- Benefits paid
- $8,076,821
- Administrative expenses
- $164,337
- Total expenses
- $8,410,911
- Net increase / (decrease)
- $31,223,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $92,865 | $0 | 2023 |
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $57,759 | $0 | 2023 |
| Abd Reitrement Services | INVESTMENT/FINANCIAL ADVI | $13,712 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pantheon Freedom, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Mateo, CA
- Adp, Inc. — Schedule C compensation
- Creative Planning Holdco, LLC — Schedule C compensation
- Abd Reitrement Services — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation