401(k) retirement plan · Law Office Freeman & Freeman's Freeman & Freeman 401(k) Profit Sharing Plan held $95K in plan assets for 4 participants in 2024.
Signals · 1
Late filing · 4.0 mo
Active participants
4
Accounts w/ balance
2
Plan assets (EOY)
$95K
Net assets (EOY)
$95K
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
84
Total plan cost
n/a
Plan health
57
Vendor & structure
100
Knocking points off
Filed 4.0 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
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