Original filing (PDF)20240905115712NAL0021503537001

Albert FREI & Sons, Inc.

Name: Albert FREI & Sons, Inc. — Albert FREI & Sons, Inc., Form 5500 (2023)
Creator: Albert FREI & Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Albert FREI & Sons, Inc. 401(k) Plan

401(k) retirement plan · Albert FREI & Sons, Inc.'s Albert FREI & Sons, Inc. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Bernard FREI signed Albert FREI & Sons, Inc.'s 2023 Form 5500 as plan administrator.

Bernard FREI — 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

Albert FREI & Sons, Inc.'s EIN is 84-0517799.

EIN 84-0517799

Plan number 003

Plan year 2023

ACK ID 20240905115712NAL0021503537001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Albert FREI & Sons, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Albert FREI & Sons, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALBERT FREI & SONS, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score