How big is Trish Freeman Insurance Services' plan?

Trish Freeman Insurance Services' plan reported $26K in assets and 8 participants for 2024.

Original filing (PDF)20250718151716NAL0003616178001

Trish Freeman Insurance Services

Name: Trish Freeman Insurance Services — Trish Freeman, Form 5500 (2024)
Creator: Trish Freeman Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trish Freeman Insurance Services 401(k) Plan

401(k) retirement plan · Trish Freeman Insurance Services' Trish Freeman Insurance Services 401(k) Plan held $26K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Marcus Bowie signed Trish Freeman Insurance Services' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Trish Freeman Insurance Services' EIN is 51-0418759.

EIN 51-0418759

Plan number 001

Plan year 2024

ACK ID 20250718151716NAL0003616178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trish Freeman Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trish Freeman Insurance Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off