Original filing (PDF)20250529193224NAL0007592257001

FREE ENTERPRISEINSTITUTE

Name: FREE ENTERPRISEINSTITUTE — FREE ENTERPRISEINSTITUTE 403(B)(7), Form 5500 (2024)
Creator: FREE ENTERPRISEINSTITUTE

Form 5500-SF

FILING_RECEIVED

FREE ENTERPRISEINSTITUTE 403(B)(7)

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$698K

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREE ENTERPRISEINSTITUTE.

Plan sponsor

Name

FREE ENTERPRISEINSTITUTE

EIN

74-1887755

Address

819 MONTE CELLO ST · HOUSTON, TX · 770244524

Phone

(713) 984-1343

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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