Original filing (PDF)20260327114556NAL0009786720001

FREY Masterson & Associates Investment Advisors, LLC

Name: FREY Masterson & Associates Investment Advisors, LLC — Form 5500 Plan 001 (2025)
Creator: FREY Masterson & Associates Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FREY Masterson & Associates Investment Advisors, LLC 401(k) Plan

401(k) retirement plan · FREY Masterson & Associates Investment Advisors, LLC's FREY Masterson & Associates Investment Advisors, LLC 401(k) Plan held $881K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$881K

Net assets (EOY)

$881K

People on this filing

Colby T. Masterson signed FREY Masterson & Associates Investment Advisors, LLC's 2025 Form 5500 as plan administrator.

Colby T. Masterson — 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

FREY Masterson & Associates Investment Advisors, LLC's EIN is 45-2558837.

EIN 45-2558837

Plan number 001

Plan year 2025

ACK ID 20260327114556NAL0009786720001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for FREY Masterson & Associates Investment Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

FREY Masterson & Associates Investment Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREY MASTERSON & ASSOCIATES INVESTMENT ADVISORS, LLC.

Finding similar companies…

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