How big is Fredrickson and Associates' plan?

Fredrickson and Associates' plan reported $141K in assets and 8 participants for 2024.

Original filing (PDF)20250602160027NAL0027970466001

Fredrickson and Associates

Name: Fredrickson and Associates — Legacy Private Wealth, Form 5500 (2024)
Creator: Fredrickson and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Private Wealth Advisors 401(k) PSP

401(k) retirement plan · Fredrickson and Associates' Legacy Private Wealth Advisors 401(k) PSP held $141K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

People on this filing

Stacey L. Fredrickson signed Fredrickson and Associates' 2024 Form 5500 as plan administrator.

Stacey L. Fredrickson — 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

Fredrickson and Associates' EIN is 87-0654781.

EIN 87-0654781

Plan number 001

Plan year 2024

ACK ID 20250602160027NAL0027970466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fredrickson and Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREDRICKSON AND ASSOCIATES.

Finding similar companies…

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