# Freedom Solutions Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/freedom-solutions-group-llc-401k-plan

> Freedom Solutions Group LLC's 401(k) plan: 400 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Freedom Solutions Group LLC

- **Sponsor EIN:** 364156327

- **Sponsor Address:** 625 WEST ADAMS STREET, CHICAGO, IL, 60661

- **Plan Type:** 401(k)

- **Total Participants:** 400

- **Total Assets:** $42.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|400|$42.7M|$2.2M|$4.1M|

| 2023|331|$35.7M|$2.0M|$3.7M|

| 2022|304|$23.6M|$1.6M|$3.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$67,101|—|$67,101|

| MML INVESTORS SERVICES, LLC|INVESTMENT ADVISORY|$60,572|$5,523|$66,095|

| THE ANGELL PENSION GROUP, INC|TPA|—|$16,742|$16,742|

| JOHNSON O'CONNOR FERON &CARUCCI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MML INVESTORS SERVICES, LLC](https://planprovider.pro/provider/mml-investors-services-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $149,938

- **Estimated Expense Ratio:** 0.351% 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|$127,673|$60,572|$67,101|—|—|

| 2023|$133,449|—|$133,449|—|—|

| 2022|$112,985|—|—|—|$112,985|

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