How big is Freimark & Associates, Inc.'s plan?

Freimark & Associates, Inc.'s plan reported $1.9M in assets and 6 participants for 2025.

Original filing (PDF)20260422142100NAL0008144514001

Freimark & Associates, Inc.

Name: Freimark & Associates, Inc. — Freimark & Associates, Form 5500 (2025)
Creator: Freimark & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Freimark & Associates, Inc. 401(k) Plan

401(k) retirement plan · Freimark & Associates, Inc.'s Freimark & Associates, Inc. 401(k) Plan held $1.9M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Jay Freimark signed Freimark & Associates, Inc.'s 2025 Form 5500 as plan administrator.

Jay Freimark — 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

Freimark & Associates, Inc.'s EIN is 31-1436021.

EIN 31-1436021

Plan number 001

Plan year 2025

ACK ID 20260422142100NAL0008144514001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Freimark & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREIMARK & ASSOCIATES, INC..

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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 (90th percentile).

Plan sponsor

Name

FREIMARK & ASSOCIATES, INC.

EIN

all filings

Address

7056 CORPORATE WAY · DAYTON, OH · 454594274

Phone

(937) 435-0012

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator