Original filing (PDF)20251104115907NAL0004727667001

FREY CONSULTING & TAX SERVICES

Name: FREY CONSULTING & TAX SERVICES — FREY CONSULTING 401K PLAN, Form 5500 (2024)
Creator: FREY CONSULTING & TAX SERVICES

Form 5500-SF

FILING_RECEIVED

FREY CONSULTING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREY CONSULTING & TAX SERVICES.

Plan sponsor

Name

FREY CONSULTING & TAX SERVICES

EIN

93-4490364

Address

1820 WEST ORANGEWOOD AVE. · SUITE 106 · ORANGE, CA · 92868

Phone

(714) 937-1668

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-30

Filed

2025-11-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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