How big is Free Enterprise Institute's plan?

Free Enterprise Institute's plan reported $778K in assets and 2 participants for 2025.

Original filing (PDF)20260413184314NAL0010581491001

Free Enterprise Institute

Name: Free Enterprise Institute — Free Enterprise, Form 5500 (2025)
Creator: Free Enterprise Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Free Enterprise Institute 403(b)(7)

Defined-contribution retirement plan · Free Enterprise Institute's Free Enterprise Institute 403(b)(7) held $778K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$778K

Net assets (EOY)

People on this filing

Aline Roach signed Free Enterprise Institute's 2025 Form 5500 as plan administrator.

Aline Roach — 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

Free Enterprise Institute's EIN is 74-1887755.

EIN 74-1887755

Plan number 001

Plan year 2025

ACK ID 20260413184314NAL0010581491001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Free Enterprise Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Free Enterprise Institute's plan includes automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREE ENTERPRISE INSTITUTE.

Finding similar companies…

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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

FREE ENTERPRISE INSTITUTE

EIN

all filings

Address

819 MONTE CELLO ST · HOUSTON, TX · 770244524

Phone

(713) 984-1343

Industry

Educational Services

Plan administrator