How big is The Frederick Group, LLC's plan?

The Frederick Group, LLC's plan reported $802K in assets and 5 participants for 2024.

Original filing (PDF)20251014134809NAL0006246866001

The Frederick Group, LLC

Name: The Frederick Group, LLC — The Frederick Group, LLC, Form 5500 (2024)
Creator: The Frederick Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Frederick Group, LLC 401(k) Safe Harbor Profit Sharing Plan

401(k) retirement plan · The Frederick Group, LLC's The Frederick Group, LLC 401(k) Safe Harbor Profit Sharing Plan held $802K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$802K

Net assets (EOY)

$802K

Plan identifiers

The Frederick Group, LLC's EIN is 20-5075766.

EIN 20-5075766

Plan number 001

Plan year 2024

ACK ID 20251014134809NAL0006246866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Frederick Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Frederick Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FREDERICK GROUP, 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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

THE FREDERICK GROUP, LLC

EIN

all filings

Address

3500 WINCHESTER ROAD · SUITE 201 · ALLENTOWN, PA · 18104

Phone

(610) 398-0411

Industry

Real Estate

Plan administrator