Original filing (PDF)20251014195434NAL0003669217001

DONNA FRIESNER, LLC

Name: DONNA FRIESNER, LLC — DONNA FRIESNER 401(K), Form 5500 (2024)
Creator: DONNA FRIESNER, LLC

Form 5500-SF

FILING_RECEIVED

DONNA FRIESNER 401(K)

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$769K

Net assets (EOY)

$769K

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

Knocking points off

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.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONNA FRIESNER, LLC.

Plan sponsor

Name

DONNA FRIESNER, LLC

EIN

81-3820979all filings

Address

2109 PRESTON PKWY STE A · PERRYSBURG, OH · 435517217

Phone

(419) 356-6688

Industry

Real Estatesee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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 Real Estate plans

BISHOP REAL ESTATE GROUP, INC.

BISHOP REAL ESTATE GROUP, INC. 401(K) PLAN & TRUST

$768K · 6 participants

GULF COAST INTERNATIONAL PROPERTIES, LLC

GULF COAST INTERNATIONAL PROPERTIES CASH BALANCE PLAN

$768K · 4 participants

SAINAAM REALTY & INVESTMENT INC

$768K · 3 participants

BLLRE LLC

BLLRE LLC 401(K) PLAN

$770K · 3 participants

DAVID P. GALBREATH EXPRESS

DAVID P GALBREATH EXPRESS 401(K)

$767K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.