THE FREDERICK GROUP, LLC 401(K) SAFE HARBOR PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
9
Plan assets (EOY)
$802K
Net assets (EOY)
$802K
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
92
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FREDERICK GROUP, LLC.
Plan sponsor
Name
THE FREDERICK GROUP, LLC
EIN
20-5075766
Address
3500 WINCHESTER ROAD · SUITE 201 · ALLENTOWN, PA · 18104
