· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FRESE, WHITEHEAD, ANDERSON & & HENDERSON, P.A. — FRESE HANSEN SAVINGS & NEW COMPARABILITY PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015105318NAL0004640529001
FRESE, WHITEHEAD, ANDERSON & & HENDERSON, P.A.
Form 5500-SF
FILING_RECEIVED
FRESE HANSEN SAVINGS & NEW COMPARABILITY PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FRESE, WHITEHEAD, ANDERSON & & HENDERSON, P.A.
.
Find decision makers
Plan sponsor
Name
FRESE, WHITEHEAD, ANDERSON & & HENDERSON, P.A.
EIN
59-2942895
Address
2200 FRONT ST · STE 301 · MELBOURNE, FL · 32901
Phone
(517) 647-4018
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LUPETIN & UNATIN, LLC
LUPETIN & UNATIN, LLC 401(K) PROFIT SHARING PLAN
$2.2M · 8 participants
BANK RIFKIN, PLLC
BANK RIFKIN 401(K) PLAN
$2.2M · 12 participants
AMATO LAW GROUP, PLLC
AMATO LAW GROUP, PLLC 401(K) PLAN II
$2.2M · 8 participants
TUCKER LAWYERS PC
TUCKER LAWYERS PC 401(K) PLAN
$2.2M · 23 participants
LLABONA LAW GROUP P A
LLABONA LAW GROUP P A 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAW OFFICE OF LEWIS CHIMES, LLC
LAW OFFICE OF LEWIS CHIMES, LLC 401(K) PROFIT SHARING PLAN
$2.2M · 2 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
