How big is Freudigman & Billings, LLC's plan?

Freudigman & Billings, LLC's plan reported $6.2M in assets and 38 participants for 2024.

Original filing (PDF)20250715082624NAL0001876209001

Freudigman & Billings, LLC

Name: Freudigman & Billings, LLC — F & B 401(k) Plan, Form 5500 (2024)
Creator: Freudigman & Billings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

F & B 401(k) Plan

401(k) retirement plan · Freudigman & Billings, LLC's F & B 401(k) Plan held $6.2M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

Freudigman & Billings, LLC's EIN is 20-1722799.

EIN 20-1722799

Plan number 001

Plan year 2024

ACK ID 20250715082624NAL0001876209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Freudigman & Billings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Freudigman & Billings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREUDIGMAN & BILLINGS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

FREUDIGMAN & BILLINGS, LLC

EIN

all filings

Address

1720 POST ROAD EAST · SUITE 113 · WESTPORT, CT · 06880

Phone

(203) 226-8166

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator