How big is Freestone & Smith, LLC's plan?

Freestone & Smith, LLC's plan reported $6K in assets and 2 participants for 2023.

Original filing (PDF)20240702052120NAL0005185057001

Freestone & Smith, LLC

Name: Freestone & Smith, LLC — Freestone and Smith 401(k), Form 5500 (2023)
Creator: Freestone & Smith, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Freestone and Smith 401(k) Plan

401(k) retirement plan · Freestone & Smith, LLC's Freestone and Smith 401(k) Plan held $6K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Justine Smith signed Freestone & Smith, LLC's 2023 Form 5500 as plan administrator.

Justine Smith — 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 & Smith, LLC's EIN is 85-2649471.

EIN 85-2649471

Plan number 001

Plan year 2023

ACK ID 20240702052120NAL0005185057001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Freestone & Smith, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Freestone & Smith, 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 & SMITH, 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