How big is Freestone Financial, LLC's plan?

Freestone Financial, LLC's plan reported $478K in assets and 19 participants for 2025.

Original filing (PDF)20260519121747NAL0000981617001

Freestone Financial, LLC

Name: Freestone Financial, LLC — Freestone 401(k) Plan, Form 5500 (2025)
Creator: Freestone Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Freestone 401(k) Plan

401(k) retirement plan · Freestone Financial, LLC's Freestone 401(k) Plan held $478K in plan assets for 19 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

People on this filing

JAKE Cramer signed Freestone Financial, LLC's 2025 Form 5500 as plan administrator.

JAKE Cramer — 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

Freestone Financial, LLC's EIN is 81-5353436.

EIN 81-5353436

Plan number 001

Plan year 2025

ACK ID 20260519121747NAL0000981617001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Freestone Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Freestone Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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