Plan Snapshot
- Plan Sponsor: Freedom Forever LLC
- Sponsor EIN: 813208857
- Sponsor Address: 43445 BUSINESS PARK DR, TEMECULA, CA, 92590
- Plan Type: 401(k)
- Total Participants: 3,475
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,475 | $8.8M | $14,688 | $2.5M |
| 2023 | 2,479 | $6.3M | $626 | $2.0M |
| 2022 | 2,418 | $3.7M | $8,378 | $1.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RJI INTERNATIONAL CPA'S | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $75,580 | — | $64,505 | — | — |
| 2023 | $48,180 | — | $48,180 | — | — |
| 2022 | $31,297 | — | $31,297 | — | — |