Civic Intelligence

Freedom Advisory LLC

Plan context: Freedom Advisory LLC Retirement Plan

EIN 83-3001140 • Guaynabo, PR • 6 filings • 2 plans

Centro Internacional DE MercadeoTower Ii Suite 505Guaynabo, PR 00968-8067
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,739,087

2024 Contributions

$321,525

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,739,087$869,544$0201920222024YearValue
$1,739,087Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1050201920222024YearValue
10Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024110$1,739,087$321,525$32,153iApproximate average salary by contribution assumption: employee only about $803,813 at 4% or $535,875 at 6%; with 50% employer match about $535,875 at 4% or $357,250 at 6%; with 100% employer match about $401,906 at 4% or $267,938 at 6%.
Freedom Advisory LLC Retirement Plan-10$1,739,087$321,525$32,153iApproximate average salary by contribution assumption: employee only about $803,813 at 4% or $535,875 at 6%; with 50% employer match about $535,875 at 4% or $357,250 at 6%; with 100% employer match about $401,906 at 4% or $267,938 at 6%.
202318$1,192,152$295,750$36,969iApproximate average salary by contribution assumption: employee only about $924,219 at 4% or $616,146 at 6%; with 50% employer match about $616,146 at 4% or $410,764 at 6%; with 100% employer match about $462,109 at 4% or $308,073 at 6%.
Freedom Advisory LLC Retirement Plan-8$1,192,152$295,750$36,969iApproximate average salary by contribution assumption: employee only about $924,219 at 4% or $616,146 at 6%; with 50% employer match about $616,146 at 4% or $410,764 at 6%; with 100% employer match about $462,109 at 4% or $308,073 at 6%.
202218$713,902$268,825$33,603iApproximate average salary by contribution assumption: employee only about $840,078 at 4% or $560,052 at 6%; with 50% employer match about $560,052 at 4% or $373,368 at 6%; with 100% employer match about $420,039 at 4% or $280,026 at 6%.
Freedom Advisory LLC Retirement Plan-8$713,902$268,825$33,603iApproximate average salary by contribution assumption: employee only about $840,078 at 4% or $560,052 at 6%; with 50% employer match about $560,052 at 4% or $373,368 at 6%; with 100% employer match about $420,039 at 4% or $280,026 at 6%.
202118$568,237$211,250$26,406iApproximate average salary by contribution assumption: employee only about $660,156 at 4% or $440,104 at 6%; with 50% employer match about $440,104 at 4% or $293,403 at 6%; with 100% employer match about $330,078 at 4% or $220,052 at 6%.
Freedom Advisory LLC Retirement Plan-8$568,237$211,250$26,406iApproximate average salary by contribution assumption: employee only about $660,156 at 4% or $440,104 at 6%; with 50% employer match about $440,104 at 4% or $293,403 at 6%; with 100% employer match about $330,078 at 4% or $220,052 at 6%.
202014$269,981$135,495$33,874iApproximate average salary by contribution assumption: employee only about $846,844 at 4% or $564,563 at 6%; with 50% employer match about $564,563 at 4% or $376,375 at 6%; with 100% employer match about $423,422 at 4% or $282,281 at 6%.
Freedom Advisory LLC Retirement Plan-4$269,981$135,495$33,874iApproximate average salary by contribution assumption: employee only about $846,844 at 4% or $564,563 at 6%; with 50% employer match about $564,563 at 4% or $376,375 at 6%; with 100% employer match about $423,422 at 4% or $282,281 at 6%.
201914$92,313$87,590$21,898iApproximate average salary by contribution assumption: employee only about $547,438 at 4% or $364,958 at 6%; with 50% employer match about $364,958 at 4% or $243,306 at 6%; with 100% employer match about $273,719 at 4% or $182,479 at 6%.
Freedom Advisory LLC Retirement Plan-4$92,313$87,590$21,898iApproximate average salary by contribution assumption: employee only about $547,438 at 4% or $364,958 at 6%; with 50% employer match about $364,958 at 4% or $243,306 at 6%; with 100% employer match about $273,719 at 4% or $182,479 at 6%.