Original filing (PDF)20250903080203NAL0014970289001

FREY & SON HOMES

Name: FREY & SON HOMES — FREY & SON HOMES 401(K) PLAN, Form 5500 (2024)
Creator: FREY & SON HOMES

Form 5500-SF

FILING_RECEIVED

FREY & SON HOMES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$291K

Net assets (EOY)

$291K

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 FREY & SON HOMES.

Plan sponsor

Name

FREY & SON HOMES

EIN

65-0439336all filings

Address

10951 BONITA BEACH ROAD · BONITA SPRINGS, FL · 34135

Phone

(239) 495-8200

Industry