2023 Form 5500 filing — Freedom Mortgage 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014145414NAL0015149043002) for Freedom Mortgage 401k Plan, reported by Freedom Mortgage Corporation under EIN 22-3039688 and plan number 001. It reports 6,033 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145414NAL0015149043002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freedom Mortgage Corporation
- EIN
- 22-3039688
- Plan number
- 001
- Location
- Mt. Laurel, NJ
- Participants
- 6,033
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $180,258,303
- Net assets (EOY)
- $180,258,303
- Employer contributions
- $3,784,873
- Participant contributions
- $17,586,968
- Total income / additions
- $50,514,448
- Benefits paid
- $36,394,513
- Administrative expenses
- $571,877
- Total expenses
- $37,182,210
- Net increase / (decrease)
- $13,332,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $379,029 | $0 |
| Lpl Financial Retirement Partners | CONSULTANT | $166,598 | not reported in the loaded dataset |
| Sageview Advisory Grp Inc | INVESTMENT ADVISORY-PLAN | $26,250 | not reported in the loaded dataset |
| National Financial Services, Inc. | SECURITIES BROKER | $0 | $0 |