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Sponsor portfolioTH

FREEDOM INDUSTRIES INC.

EIN 20-0450529-construction-Latest filing 2025
Plans
3
Retirement
2
$38.0M assets
Welfare
1
$499K premiums
Participants
528
4000 E OLD SPRING HOPE RD - ROCKY MOUNT, NC 278047727252-984-0007freedomind.usLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$32.0M - 184 part#001401k-$6.0M - 171 part#502Mixed-$499K - 115 lives

Retirement portfolio analytics

2 plans aggregated / $38.0M assets / 355 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEE STOCK OWNERSHIP (#002)84%
  • PROFIT SHARING PLAN (#001)16%
Total $38.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)184
  • PROFIT SHARING PLAN (#001)171
Total 355Click row to drill in

Benefits portfolio analytics

1 plan / $499K premiums / 115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$331K
  • Dental$59K
  • Short-term disability$58K
  • Life$21K
  • Other$21K
  • Long-term disability$20K
  • +1 more
Total $499K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA66%
  • STANDARD INSURANCE COMPANY34%
Total $499K2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • JAMES A SCOTT & SON INC96%
  • WATCHTOWER TECHNOLOGIES INC3%
  • WATCHTOWER BENEFITS, LLC1%
Total $23K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FREEDOM INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$32.0M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FREEDOM INDUSTRIES INC. 401K PROFIT SHARING PLAN

401k

Assets$6.0M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FREEDOM INDUSTRIES, INC. EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$499K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FREEDOM INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$32.0M1842024
001FREEDOM INDUSTRIES INC. 401K PROFIT SHARING PLAN401k$6.0M1712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FREEDOM INDUSTRIES, INC. EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$499K1152025
Retirement plans
Welfare plans
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