Plan Snapshot
- Plan Sponsor: Freedom Now Home Care LLC
- Sponsor EIN: 461371232
- Sponsor Address: 320 FORT DUQUESNE BLVD, SUITE 12, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $627,098
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 161 | $627,098 | $69,616 | $138,798 |
| 2023 | 140 | $501,932 | $55,298 | $104,546 |
| 2022 | 111 | $327,564 | $50,892 | $91,962 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $23,120 | — | $23,120 |
| DSR CPA AND CONSULTANTS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- DSR CPA AND CONSULTANTS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,120
- Estimated Expense Ratio: 3.687% of plan assets
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 | $25,289 | $2,169 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |