Sponsor portfolio
FREEDOM TRAIL FINANCIAL, LLC
EIN 46-2928336investment managementLatest filing 2025
Plans
1
Retirement
1
$553K assets
Welfare
0
Participants
5
20 PARK PLAZA, SUITE 1012 - BOSTON, MA 02116617-247-1112freedomtrailfinancial.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FREEDOM TRAIL FINANCIAL, LLC 401(K) RETIREMENT PLAN | 401k | $553K | 5 | 2025 |
Retirement plans