Plan Snapshot
- Plan Sponsor: The Freedom Forum, INC.
- Sponsor EIN: 541604427
- Sponsor Address: 610 WATER ST SW, SUITE 300, WASHINGTON, DC, 200242990
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $28.0M
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 | 41 | $28.0M | $305,739 | $600,182 |
| 2023 | 35 | $26.0M | $309,951 | $570,472 |
| 2022 | 42 | $22.5M | $263,984 | $455,208 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $31,372 | — | — | — | — |
| 2023 | $121 | $121 | — | — | — |
| 2022 | $329 | $329 | — | — | — |