How big is JEFF Freund Agency Inc.'s plan?

JEFF Freund Agency Inc.'s plan reported $267K in assets and 2 participants for 2024.

Original filing (PDF)20251014134839NAL0001450995001

JEFF Freund Agency Inc.

Name: JEFF Freund Agency Inc. — JEFF Freund Agency, Form 5500 (2024)
Creator: JEFF Freund Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Freund Agency Retirement Plan

401(k) retirement plan · JEFF Freund Agency Inc.'s JEFF Freund Agency Retirement Plan held $267K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

People on this filing

Jeffrey Freund signed JEFF Freund Agency Inc.'s 2024 Form 5500 as plan administrator.

Jeffrey Freund — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JEFF Freund Agency Inc.'s EIN is 01-0798588.

EIN 01-0798588

Plan number 001

Plan year 2024

ACK ID 20251014134839NAL0001450995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF Freund Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Freund Agency Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFF FREUND AGENCY INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score