# The Freedom Forum, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-freedom-forum-inc-401k-plan

> The Freedom Forum, INC.'s 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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