Plan Snapshot
- Plan Sponsor: Freedom Advisory, LLC
- Sponsor EIN: 833001140
- Sponsor Address: CENTRO INERNACIONAL DE MERCADEO, GUAYNABO, PR, 00968
- Plan Type: DC
- Total Participants: 10
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $1.7M | $131,105 | $190,420 |
| 2023 | 8 | $1.2M | $125,150 | $170,600 |
| 2022 | 8 | $713,902 | $121,425 | $147,400 |