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Sponsor portfolio

FREY, INC.

EIN 68-0465252-Construction-Latest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
11
898 VALLEJO AVENUE - NOVATO, CA 94945415-897-4510
Plans on this EIN
2 filings
#001401k-$2.7M - 6 part#002TraditionalDB-$924K - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PLAN & TRUST (#001)75%
  • PLAN & TRUST (#002)25%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)6
  • PLAN & TRUST (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FREY, INC. 401(K) PLAN & TRUST

401k

Assets$2.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

FREY, INC. DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$924K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FREY, INC. 401(K) PLAN & TRUST401k$2.7M62025
002FREY, INC. DEFINED BENEFIT PLAN & TRUSTTraditionalDB$924K52025
Retirement plans
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