Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FREEDOM NATIONAL INSURANCE SERVICES, INC.
EIN 33-0865791insuranceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
31
8855 RESEARCH DRIVE - IRVINE, CA 92618888-542-4222freedomgeneral.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 31 participantsParticipants by plan
Active + retired + deferred vested
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 NATIONAL CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FREEDOM NATIONAL 401(K) PLAN
401k
Assets$911K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FREEDOM NATIONAL CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 17 | 2024 | |
| 001 | FREEDOM NATIONAL 401(K) PLAN | 401k | $911K | 14 | 2024 |
Retirement plans