· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FREUND & FREUND PLUMBING & HEATING, LLC — FREUND 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250328085729NAL0001490432001
FREUND & FREUND PLUMBING & HEATING, LLC
Form 5500-SF
FILING_RECEIVED
FREUND 401(K) PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
27
Plan assets (EOY)
$894K
Net assets (EOY)
$894K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FREUND & FREUND PLUMBING & HEATING, LLC
.
Find decision makers
Plan sponsor
Name
FREUND & FREUND PLUMBING & HEATING, LLC
EIN
20-0615214
Address
1950 CHAMBERS RD · AURORA, CO · 80011
Phone
(303) 361-9100
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
ROGAR PLUMBING GROUP, LLC
ROGAR PLUMBING GROUP 401(K) PROFIT SHARING PLAN
$894K · 22 participants
MIKE'S HEATING & AIR, INC.
MIKE'S HEATING & AIR, INC. 401(K) PROFIT SHARING PLAN
$894K · 13 participants
ALTA HEATING AND PLUMBING, INC. D/B/A CLEARWATER PLUMBING & HEATING
CLEARWATER PLUMBING AND HEATING SAVINGS PLAN & TRUST
$895K · 8 participants
PARKER HEATING & AIR, INC.
PARKER HEATING & AIR, INC. CASH BALANCE PLAN
$892K · 12 participants
WINDSOR PLUMBING, INC.
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE CONTRACTORS RETIREMENT PLAN
$895K · 6 participants
NORTH STAR HVAC, LLC
NORTH STAR HVAC 401(K) PLAN
$892K · 56 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
