401(K) Freedom 401(k) and retirement plans

401(K) Freedom Inc., Oceanside, NY. EIN 45-4454161. Annual reports 2012–2024. Also filed as 401(K) Freedom, Inc.; 401(K) Freedom Plan.

401(K) Freedom Inc. has 2 active retirement plans on file. The largest is the Freedom 401(k) Pooled Employer Plan, with 5,384 participants and $8.2 million in assets in 2024. No traditional pension plan appears in 401(K) Freedom's filings since 2012.

Active plans: 2
Participants: 5,667
Plan assets: $8.7 million
Plans on file: 3
Industry: Other services

All 3 plans

Active plans first

Freedom 401(k) Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 016Employer EIN 45-4454161
Participants (2024): 5,384
Net assets (2024): $8.2 million
Plan administrator: 401(K) Freedom Inc.
119 Elaine Drive
Oceanside, NY 11572
(516) 594-1557As filed for 2024
In effect since: January 1, 2021

Njrha Discretionary 401(k) Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 015Employer EIN 45-4454161
Participants (2024): 283
Net assets (2024): $467,115
Plan administrator: 401(K) Freedom Plan
119 Elaine Drive
Oceanside, NY 11572
(516) 594-1557As filed for 2024
In effect since: January 1, 2022

401(k) Freedom Plan

401(k)Merged

Merged. In 2015 its assets moved to the Nac Marketing LLC 401(k) Profit Sharing Plan & Trust (EIN 20-3184801, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 45-4454161
Participants (2015): 88
Net assets (2015): $44,671
Recordkeeper: Aspire Financial ServicesEarlier: Aspire Finacial Services (2013–2014)
Plan administrator: 401(K) Freedom, Inc.
119 Elaine Drive
Oceanside, NY 11572
(631) 306-4015As filed for 2015
In effect since: January 1, 2012

Year by year, 2012 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	88	$44,671	Aspire Financial Services
2014	205	$1.2 million	Aspire Finacial Services
2013	262	$1.3 million	Aspire Finacial Services
2012	232	$732,602	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((516) 594-1557). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.