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  2. FREUDENBERGER ENTERPRISES
Sponsor portfolio

FREUDENBERGER ENTERPRISES

EIN 74-3033471-Transportation and Warehousing-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
5
1563 EAST NAPA STREET - SONOMA, CA 95476415-385-4827LinkedIn11-50 employees
Plans on this EIN
2 filings
#002TraditionalDB-$2.6M - 3 part#001401k-$583K - 2 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PLAN & TRUST (#002)82%
  • PLAN & TRUST (#001)18%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)3
  • PLAN & TRUST (#001)2
Total 5Click 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#002

FREUDENBERGER ENTERPRISES DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

FREUDENBERGER ENTERPRISES 401(K) PLAN & TRUST

401k

Assets$583K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FREUDENBERGER ENTERPRISES DEFINED BENEFIT PLAN & TRUSTTraditionalDB$2.6M32024
001FREUDENBERGER ENTERPRISES 401(K) PLAN & TRUST401k$583K22024
Retirement plans
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