Freedom Mortgage 401 K Plan
Sponsored by Freedom Mortgage Corporation · EIN 223039688 · Plan #001
- Total assets
- $200M
- Net assets
- $200M
- Active participants
- 3,216
- With balances
- 6,749
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $457,155 |
| Lpl Financial Retirement Partners | Consulting (general), Direct payment from the plan | $198,871 |
| Sageview Advisory Grp Inc | Consulting (general), Insurance brokerage commissions | $43,750 |
| National Financial Services, Inc. | Securities brokerage, Securities brokerage commissions | $0 |