Freestone Financial Services
Scottsdale, AZ
Freestone Financial Services of Scottsdale, AZ is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $646,765 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Freestone Financial Services on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Fidelity National Financial, Inc. | FL | 17,578 | 2024-12-31 |
| Cis Secure Computing, Inc. | VA | 292 | 2025-06-30 |
| Honors Holdings LLC | GA | 195 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Arizona
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.