How big is FREY Insurance and Benefits LLC's plan?

FREY Insurance and Benefits LLC's plan reported $468K in assets and 3 participants for 2025.

Original filing (PDF)20260428203844NAL0005756563001

FREY Insurance and Benefits LLC

Name: FREY Insurance and Benefits LLC — FREY Insurance and, Form 5500 (2025)
Creator: FREY Insurance and Benefits LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FREY Insurance and Benefits LLC 401(k) Retirement Plan

401(k) retirement plan · FREY Insurance and Benefits LLC's FREY Insurance and Benefits LLC 401(k) Retirement Plan held $468K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$468K

Net assets (EOY)

$468K

Plan identifiers

FREY Insurance and Benefits LLC's EIN is 82-3831173.

EIN 82-3831173

Plan number 001

Plan year 2025

ACK ID 20260428203844NAL0005756563001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for FREY Insurance and Benefits LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

FREY Insurance and Benefits LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREY INSURANCE AND BENEFITS 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

Helping the score