Original filing (PDF)20250625145810NAL0019579890001

H.A. FREITAG & SON, INC.

Name: H.A. FREITAG & SON, INC. — H.A. FREITAG & SON, INC. PENSION PLAN, Form 5500 (2024)
Creator: H.A. FREITAG & SON, INC.

Form 5500-SF

FILING_RECEIVED

H.A. FREITAG & SON, INC. PENSION PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$540K

Net assets (EOY)

$540K

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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

H.A. FREITAG & SON, INC.

EIN

39-0981236all filings

Address

41 MAIN STREET · MONTELLO, WI · 53949

Phone

(608) 297-2151

Industry