Freestone Grove Partners LP401(k)
FREESTONE GROVE PARTNERS LP 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024
Freestone Grove Partners LP's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $2,728,187 across 114 participant accounts, with employer contributions averaging $4,764 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (7,980th of 9,483), and 4,604th of 4,798 in finance & insurance. In 2024, employees put in $2.32 for every $1.00 the employer contributed.
Freestone Grove Partners LP's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 922720069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.