· 2022–2024 · DOL EFAST2

Fries Financial Services, LLC — Fries Financial, Form 5500 (2024)

Original filing (PDF)20250715102824NAL0002752560001

Fries Financial Services, LLC

Form 5500-SF

FILING_RECEIVED

Fries Financial Services 401(k) Plan

401(k) retirement plan · Fries Financial Services, LLC's Fries Financial Services 401(k) Plan held $4.0M in plan assets for 8 participants in 2024.

Active participants

8

Accounts w/ balance

10

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FRIES FINANCIAL SERVICES, LLC

EIN

84-4032648all filings

Address

108 E NORTH AVENUE · BRYAN, TX · 77801

Phone

(979) 846-8395

Industry

Finance & Insurance

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

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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