Freedom Plaza Operating 401(k) match, vesting and fees
What Freedom Plaza Operating'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 | Pensionmark Financial Group, LLC | Schedule C ↗ |
| Independent auditor | David L. Buck Cpa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Freedom Plaza Operating: employer contribution per participant | $294 | |
| Peer median | $1,468 |
| Freedom Plaza Operating: average balance | $16,303 | |
| Peer median | $37,786 |
| Freedom Plaza Operating: admin expenses ÷ assets | 0.54% | |
| Peer median | 0.39% |
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 $4M at the end of plan year 2021 to $4.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 302 | $4.6M | $83K | $294 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 300 | $4.2M | $84K | $302 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 264 | $3.7M | $73K | $305 | 0.53% | Not published | Form 5500 ↗ |
| 2021 | 275 | $4M | $75K | $297 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Freedom Plaza Operating match 401(k) contributions?
The match terms for the Freedom Plaza Arizona Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $83K in employer contributions, about $294 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Freedom Plaza Operating 401(k) match vested?
The vesting schedule for the Freedom Plaza Arizona Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Freedom Plaza Operating 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pensionmark Financial Group, LLC. The plan administrator is Freedom Plaza Operating Company.
I left Freedom Plaza Operating. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Freedom Plaza Operating Company, (623) 876-2435) or the recordkeeper, Pensionmark Financial Group, LLC. The Freedom Plaza Operating old 401(k) page lists the contacts from every plan filing. Find an old Freedom Plaza Operating 401(k)
Data from the public Form 5500 annual reports Freedom Plaza Operating 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 Plaza Operating. Not financial advice. Report a correction · Methodology