How big is FR Health's plan?

FR Health's plan reported $1.1M in assets and 101 participants for 2024.

Original filing (PDF)20250701111302NAL0012081473001

FR Health

Name: FR Health — FR Health 401(k) Plan, Form 5500 (2024)
Creator: FR Health
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FR Health 401(k) Plan

401(k) retirement plan · FR Health's FR Health 401(k) Plan held $1.1M in plan assets for 101 participants in 2024.

Active participants

101

Accounts w/ balance

111

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Shirley Horner signed FR Health's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

FR Health's EIN is 83-2978215.

EIN 83-2978215

Plan number 001

Plan year 2024

ACK ID 20250701111302NAL0012081473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FR Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FR Health'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 FR HEALTH.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FR HEALTH

EIN

all filings

Address

20351 SW ACACIA ST FL 2 · NEWPORT BEACH, CA · 92660

Phone

(949) 864-7863

Industry

Health Care & Social Assistance

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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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