Original filing (PDF)20240911093746NAL0003550611001

SUTTLE FREEMAN LLC

Name: SUTTLE FREEMAN LLC — SUTTLE FREEMAN RETIREMENT PLAN, Form 5500 (2023)
Creator: SUTTLE FREEMAN LLC

Form 5500-SF

FILING_RECEIVED

SUTTLE FREEMAN RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SUTTLE FREEMAN LLC

EIN

47-2761652

Address

5234 SPELLMAN RD · HOUSTON, TX · 77035

Phone

(832) 618-0707

Industry