Freedom 401(K) Pooled Employer Plan — Form 5500 plan (Standard Retirement Services, 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 401(K) Pooled Employer Plan is a benefit plan reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 044. The latest loaded filing year is 2023. The filing reports 71 participants and $521,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 044
- Plan type
- 3
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $521,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $521,584
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $127,922
- Participant contributions
- $262,428
- Total contributions
- $494,832
- Total income / additions
- $521,714
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $130
- Total expenses
- $130
- Net increase / (decrease)
- $521,584
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.