How big is Freestone Capital Management, LLC's plan?

Freestone Capital Management, LLC's plan reported $26.0M in assets and 112 participants for 2024.

Original filing (PDF)20250527104934NAL0016957554001

Freestone Capital Management, LLC

Name: Freestone Capital Management, LLC — Freestone, Form 5500 (2024)
Creator: Freestone Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Freestone Capital Management Retirement Plan

401(k) retirement plan · Freestone Capital Management, LLC's Freestone Capital Management Retirement Plan held $26.0M in plan assets for 112 participants in 2024.

Active participants

112

Accounts w/ balance

115

Plan assets (EOY)

$26.0M

Net assets (EOY)

$26.0M

People on this filing

Jennifer Moreland signed Freestone Capital Management, LLC's 2024 Form 5500 as plan administrator.

Jennifer Moreland — 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

Freestone Capital Management, LLC's EIN is 26-1341887.

EIN 26-1341887

Plan number 001

Plan year 2024

ACK ID 20250527104934NAL0016957554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Freestone Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Freestone Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score