About Freedom Fiduciaries LLC
<p>Built around ERISA 3(38) fiduciary oversight, Freedom Fiduciaries LLC works with retirement plan sponsors that want clear roles, documented processes, and steady support. The firm is an SEC-registered investment advisor (RIA) headquartered in Boise, in the Treasure Valley region of southwest Idaho.</p> <p>Freedom Fiduciaries focuses on workplace retirement plans for businesses and their employees. Plan sponsor services include full-service ERISA 3(38) fiduciary services, dedicated plan consultants, and investment policy statement (IPS) reporting. For participants, the firm offers customized educational portals, individual guidance, and engagement engines intended to support participation and retirement readiness.</p> <p>The team has 3 employees and uses proprietary tools such as Participant (k)onnect and the Fiduciary Freedom® Center for plan communications and reporting. A differentiator is the firm’s emphasis on formal fiduciary responsibility as a core offering rather than an add-on.</p> <p>Freedom Fiduciaries also supports the Freedom Youth Foundation through annual profits.</p> <ul> <li>SEC-registered RIA and <a href="/plan-advisors">plan advisor</a> focused on employer retirement plans</li> <li>ERISA 3(38) investment fiduciary services</li> <li>Dedicated plan consultant support and IPS reporting</li> <li>Participant education portals, individual guidance, and engagement tools</li> <li>Headquartered in Boise, serving the greater southwest Idaho region and beyond</li> </ul>
Website: https://freedomfiduciaries.com/
Employees: 3
Office Locations
- Boise, ID (Headquarters)
Accreditations & Certifications
- Other
- CFP®
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| OPENSESAME 401K PLAN | OPENSESAME, INC., TX | $21M | 217 |
| TETON AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN | TETON MOTORS, INC. DBA TETON MOTORS, ID | $20M | 359 |
| STINKER STORES INC. 401K PLAN | STINKER STORES INC., ID | $10M | 715 |
| HYDROBLEND, INC. DBA HB SPECIALTY FOODS 401(K) PROFIT SHARING PLAN) | HYDROBLEND, INC. DBA HB SPECIALTY FOODS, ID | $8M | 197 |
Team Members
- Shane Hanson, President and CEO
- Cristina Hansen, VP, Director of Client Service, CPFA®
- Leanne Huber, Relationship Manager
- Brett Hays, Operations Manager
- Sierra Shindler, New Business Analyst
- Khristina Conley, Service Associate