Back to filter
Original filing (PDF)20250818131642NAL0001242641001
FREEBIRD DESERT MOUNTAIN COMPANY, LLC
Form 5500
FILING_RECEIVED
FREEBIRD DESERT MOUNTAIN COMPANY, LLC GROUP HEALTH BENEFIT PLAN
Health & welfare plan
Signals · 2
~3589 bps in Sched C feesNo recordkeeper disclosed
Active participants
116
Accounts w/ balance
—
Plan assets (EOY)
$472K
Net assets (EOY)
$235K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 3589 bps in Schedule C fees — 2172% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREEBIRD DESERT MOUNTAIN COMPANY, LLC.
Plan sponsor
Name
FREEBIRD DESERT MOUNTAIN COMPANY, LLC
EIN
46-4337981
Address
190 S. MCQUEEN RD. · SUITE 101 · GILBERT, AZ · 85233
Phone
(480) 355-3825
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS INTERNATIONAL | 51-0467698 | — | BROKER | $73K | — |
| THE BENECON GROUP LLC | 23-1315351 | — | BROKER | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | ADMIN | $64K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using EMPLOYEE BENEFITS INTERNATIONAL
Similar-size Retail Trade plans
40 WEST CORPORATION
40 WEST CORPORATION PROFIT SHARING PLAN
$473K · 2 participants
LSWD OPERATING CO., INC.
LSWD OPERATING CO., INC. 401(K) PLAN
$473K · 40 participants
TEVA IMPORTS LLC DBA BELLA PIETRA KONA
KONA DESIGN CENTER 401(K) PLAN
$472K · 12 participants
MCCONNELL BRICK AND BLOCK, INC.
MCCONNELL BRICK AND BLOCK PROFIT SHARING PLAN AND TRUST
$474K · 11 participants
CORDOVA ASSET GROUP, LLC
CORDOVA ASSET GROUP LLC 401(K) PLAN
$475K · 7 participants
CIOT DETROIT LP
CIOT DETROIT 401(K) PLAN
$475K · 29 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants