Freestone Financial Services
Scottsdale, AZ
Freestone Financial Services of Scottsdale, AZ is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $1,216,212 in reported broker commissions (plan year 2025).
Quick answer
Freestone Financial Services (Scottsdale, AZ) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Freestone Financial Services have?
- Freestone Financial Services is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
- Who are Freestone Financial Services's largest employer clients?
- By plan participants, the largest include Fidelity National Financial, Inc. (18,117 participants), Cis Secure Computing, Inc. (292 participants) and Imperial Imports, Inc. (233 participants).
- How much does Freestone Financial Services earn in commissions?
- Insurers reported $1.2 million in broker commissions and $2.5 million in fees paid to Freestone Financial Services for plan year 2025, per Schedule A Part 1.
- Where is Freestone Financial Services located?
- Freestone Financial Services is based in Scottsdale, AZ and has employer clients in 4 states.
Source: Fundz verified event record.
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 | 18,117 | 2025-12-31 |
| Cis Secure Computing, Inc. | VA | 292 | 2025-06-30 |
| Imperial Imports, Inc. | CA | 233 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 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.