How big is Freestone Grove Partners LP's plan?

Freestone Grove Partners LP's plan reported $2.7M in assets and 132 participants for 2024.

Original filing (PDF)20251015085036NAL0004380113001

Freestone Grove Partners LP

Name: Freestone Grove Partners LP — Freestone Grove, Form 5500 (2024)
Creator: Freestone Grove Partners LP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Freestone Grove Partners LP 401(k) Plan

401(k) retirement plan · Freestone Grove Partners LP's Freestone Grove Partners LP 401(k) Plan held $2.7M in plan assets for 132 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

132

Accounts w/ balance

114

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Patrick Degraca signed Freestone Grove Partners LP's 2024 Form 5500 as plan administrator.

Patrick Degraca — 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 Grove Partners LP's EIN is 92-2720069.

EIN 92-2720069

Plan number 001

Plan year 2024

ACK ID 20251015085036NAL0004380113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Freestone Grove Partners LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Freestone Grove Partners LP's plan includes automatic enrollment, 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 FREESTONE GROVE PARTNERS LP.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 6K (0% of contributions).

Helping the score

Below-peer total plan cost (100th percentile).

Plan sponsor

Name

FREESTONE GROVE PARTNERS LP

EIN

all filings

Address

ONE MARKET PLAZA · STEUART TOWER 9TH FLOOR · SAN FRANCISCO, CA · 94105

Phone

(415) 907-4100

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

2025-10-15

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

31 direct securities· $2.5M(93% of reported assets)

Mutual Funds

$2.0M

28 holdings

Common Collective Trusts

$525K

3 holdings

					% of plan
Vanguard S&P 500 ETF Vanguard 0	Common Collective Trusts	—	—	$510K	18.7%
Vanguard Information Tech Index ETF Vanguard 0	Mutual Funds	—	—	$501K	18.4%
Vanguard Target Retirement 2055 Fund Vanguard 0	Mutual Funds	—	—	$278K	10.2%
Vanguard Target Retirement 2060 Fund Vanguard 0	Mutual Funds	—	—	$158K	5.8%
Vanguard Target Retirement 2050 Fund Vanguard 0	Mutual Funds	—	—	$141K	5.2%
Vanguard Growth Index ETF Vanguard 0	Mutual Funds	—	—	$124K	4.5%
Vanguard Total Stock Market ETF Vanguard 0	Mutual Funds	—	—	$116K	4.2%
Vanguard Target Retirement 2045 Fund Vanguard 0	Mutual Funds	—	—	$103K	3.8%
Vanguard Small Cap Index ETF Vanguard 0	Mutual Funds	—	—	$78K	2.9%
Vanguard Treasury Money Market Vanguard 0	Mutual Funds	—	—	$73K	2.7%
Vanguard Target Retirement 2065 Fund Vanguard 0	Mutual Funds	—	—	$72K	2.7%
Vanguard Mega Cap Index ETF Vanguard 0	Mutual Funds	—	—	$65K	2.4%
Vanguard Target Retirement 2040 Fund Vanguard 0	Mutual Funds	—	—	$42K	1.5%
Vanguard Mid Cap Index ETF Vanguard 0	Mutual Funds	—	—	$40K	1.5%
Vanguard Total Bond Market Index Adm Vanguard 0	Mutual Funds	—	—	$29K	1.1%
Vanguard Dividend Apprec Index ETF Vanguard 0	Mutual Funds	—	—	$24K	0.9%
Vanguard Total World Stock Index ETF Vanguard 0	Mutual Funds	—	—	$24K	0.9%
Vanguard Financials Index ETF Vanguard 0 336 Vanguard Health Care Index ETF Vanguard 0	Mutual Funds	—	—	$24K	0.9%
Vanguard Total International Stock ETF Vanguard 0	Mutual Funds	—	—	$22K	0.8%
Vanguard Value Index ETF Vanguard 0	Mutual Funds	—	—	$19K	0.7%
Vanguard Communications Services ETF Vanguard 0	Mutual Funds	—	—	$19K	0.7%
Vanguard Developed Mkts Index Adm Vanguard 0	Mutual Funds	—	—	$16K	0.6%
Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0	Common Collective Trusts	—	—	$13K	0.5%
Vanguard Real Estate Index ETF Vanguard 0	Mutual Funds	—	—	$13K	0.5%
Vanguard Energy Index ETF Vanguard 0	Mutual Funds	—	—	$11K	0.4%
Vanguard Utilities Index ETF Vanguard 0	Mutual Funds	—	—	$8K	0.3%
Vanguard Target Retirement 2070 Fund Vanguard 0	Mutual Funds	—	—	$5K	0.2%
Vanguard Consumer Discretionary Idx ETF Vanguard 0	Common Collective Trusts	—	—	$2K	<0.1%
Vanguard Commodity Strategy Admiral Vanguard 0	Mutual Funds	—	—	$2K	<0.1%
Vanguard Industrials Index ETF Vanguard 0	Mutual Funds	—	—	$2K	<0.1%
Vanguard Target Retirement Income Fund Vanguard 0	Mutual Funds	—	—	$2K	<0.1%