Freedom Forum 401(k) match, vesting and fees
What Freedom Forum's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T. Rowe Price Rps, Inc | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Freedom Forum: employer contribution per participant | $1,899 | |
| Peer median | $1,803 |
| Freedom Forum: average balance | $174,218 | |
| Peer median | $48,934 |
| Freedom Forum: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $31.5M at the end of plan year 2021 to $28M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 164 | $28M | $306K | $1,899 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 329 | $26M | $310K | $942 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 339 | $22.5M | $264K | $781 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 352 | $31.5M | $91K | $258 | <0.01% | Not published | Form 5500 ↗ |
Other Freedom Forum plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Freedom Forum, Inc. Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Marcum LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Freedom Forum match 401(k) contributions?
The match terms for the Freedom Forum, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $306K in employer contributions, about $1,899 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Freedom Forum 401(k) match vested?
The vesting schedule for the Freedom Forum, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Freedom Forum 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T. Rowe Price Rps, Inc. The plan administrator is The Freedom Forum, Inc..
I left Freedom Forum. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Freedom Forum, Inc., (202) 292-6100) or the recordkeeper, T. Rowe Price Rps, Inc. The Freedom Forum old 401(k) page lists the contacts from every plan filing. Find an old Freedom Forum 401(k)
Data from the public Form 5500 annual reports Freedom Forum filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Freedom Forum. Not financial advice. Report a correction · Methodology