How big is Freestone Sales Group LLC's plan?

Freestone Sales Group LLC's plan reported $392K in assets and 3 participants for 2025.

Original filing (PDF)20260511144742NAL0007613088001

Freestone Sales Group LLC

Name: Freestone Sales Group LLC — Freestone Sales Group, Form 5500 (2025)
Creator: Freestone Sales Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Freestone Sales Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Freestone Sales Group LLC's Freestone Sales Group LLC 401(k) Profit Sharing Plan & Trust held $392K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

People on this filing

Edward Rojas signed Freestone Sales Group LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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 Sales Group LLC's EIN is 83-2294377.

EIN 83-2294377

Plan number 001

Plan year 2025

ACK ID 20260511144742NAL0007613088001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Freestone Sales Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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