401(k) · DOL Form 5500 · 2024
Freedom Advisory, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $217,386
- Avg per participant Above avg balance/head
Official DOL plan name: Freedom Advisory LLC Retirement Plan · Sponsored by Freedom Advisory, LLC · Puerto Rico · Professional & Technical Services
$2M in assets, 8 participants
Freedom Advisory, LLC's Freedom Advisory LLC Retirement Plan reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 28th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,743 in Professional & Technical Services (20,173 peers)
2024 asset change
Freedom Advisory LLC Retirement Plan surged 45.9% in 2024 ($1M → $2M) for 8 participants.
- #4,743
- in Professional & Technical Services (20,173 peers)
- +45.9%
- assets growth YoY
Freedom Advisory LLC Retirement Plan among the smaller filed plans by assets
Freedom Advisory LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,739,087 28th percentile higher than 28% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Freedom Advisory LLC Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freedom Advisory LLC Retirement Plan is a micro filing (8 participants), the leftmost band.
Published 5500 schedule card
Filing strip 833001140 · Freedom Advisory, LLC PY 2024 · 401(k)
Freedom Advisory LLC Retirement Plan · $2M · 8 · 28th
- BOOK $2M
- BOOK 8
- BOOK 28th
- BOOK 401(k)
- BOOK near Integrated Care Communities, Inc 401(k) Profit Sharing Plan
- BOOK ind #4743
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Freedom Advisory LLC Retirement Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $547K |
| Employer EIN | 833001140 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $395M · 88
- Msd Puerto Rico Savings and Security Plan $232M · 542
- Inter American University of Pr Defined Contribution Retirement Plan $199M · 1,552
- Popular, Inc. USA 401(k) Savings & Investment Plan $170M · 942
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $164M · 2,826
Freedom Advisory LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Integrated Care Communities, Inc 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.