Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FREE AND ASSOCIATES, INC.
EIN 87-0351108real estateLatest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
30
527 E. PIONEER ROAD, SUITE 240 - DRAPER, UT 84020801-262-3388freeandassociates.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 30 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPITAL LAND MANAGEMENT, INC. PROFIT SHARING PLAN
401k
Assets$4.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FREE AND ASSOCIATES 401(K) PLAN
401k
Assets$1.4M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL LAND MANAGEMENT, INC. PROFIT SHARING PLAN | 401k | $4.8M | 16 | 2025 | |
| 002 | FREE AND ASSOCIATES 401(K) PLAN | 401k | $1.4M | 14 | 2025 |
Retirement plans