Original filing (PDF)20240624110905NAL0006305105001

FREESTONE SPONSOR LLC

Name: FREESTONE SPONSOR LLC — FREESTONE ACQUISITION CORP. 401(K) PLAN, Form 5500 (2023)
Creator: FREESTONE SPONSOR LLC

Form 5500-SF

FILING_RECEIVED

FREESTONE ACQUISITION CORP. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FREESTONE SPONSOR LLC

EIN

86-2428738all filings

Address

2021 MCKINNEY AVE. #1250 · DALLAS, TX · 75201

Phone

(713) 299-3168

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-24

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

DOUGLAS E BARNES TRANSPORT INC

DOUGLAS E. BARNES TRANSPORT IN 401(K) PROFIT SHARING PLAN & TRUST

$282K · 20 participants

NANO CIRCUIT TECHNOLOGIES, LLC

NANO CIRCUIT TECHNOLOGIES, LLC 401(K) PLAN

$282K · 3 participants

KISHIYAMA CONSULTING, INC.

KISHIYAMA CONSULTING, INC. 401(K) PLAN

$282K · 2 participants

MBC ENERGY SERVICES INC

MBC ENERGY SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

$282K · 42 participants

AUTOMOTIVE PARTS SOLUTIONS LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.