Civic Intelligence

Freestone Capital Management LLC

Plan context: Freestone Capital Management Retirement Plan

EIN 26-1341887 • Seattle, WA • 17 filings • 1 plans

701 5th Avenue74th FloorSeattle, WA 98104
Current Snapshot

Latest Year

2024

2024 Participants

115

2024 Assets

$26,004,641

2024 Contributions

$2,604,768

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$26,004,641$13,002,321$0200820162024YearValue
$26,004,641Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

115580200820162024YearValue
115Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241115$26,004,641$2,604,768$22,650iApproximate average salary by contribution assumption: employee only about $566,254 at 4% or $377,503 at 6%; with 50% employer match about $377,503 at 4% or $251,668 at 6%; with 100% employer match about $283,127 at 4% or $188,751 at 6%.
Freestone Capital Management Retirement Plan-115$26,004,641$2,604,768$22,650iApproximate average salary by contribution assumption: employee only about $566,254 at 4% or $377,503 at 6%; with 50% employer match about $377,503 at 4% or $251,668 at 6%; with 100% employer match about $283,127 at 4% or $188,751 at 6%.
20231109$20,789,747$2,653,298$24,342iApproximate average salary by contribution assumption: employee only about $608,555 at 4% or $405,703 at 6%; with 50% employer match about $405,703 at 4% or $270,469 at 6%; with 100% employer match about $304,277 at 4% or $202,852 at 6%.
Freestone Capital Management Retirement Plan-109$20,789,747$2,653,298$24,342iApproximate average salary by contribution assumption: employee only about $608,555 at 4% or $405,703 at 6%; with 50% employer match about $405,703 at 4% or $270,469 at 6%; with 100% employer match about $304,277 at 4% or $202,852 at 6%.
2022192$15,095,212$1,884,137$20,480iApproximate average salary by contribution assumption: employee only about $511,994 at 4% or $341,329 at 6%; with 50% employer match about $341,329 at 4% or $227,553 at 6%; with 100% employer match about $255,997 at 4% or $170,665 at 6%.
Freestone Capital Management Retirement Plan-92$15,095,212$1,884,137$20,480iApproximate average salary by contribution assumption: employee only about $511,994 at 4% or $341,329 at 6%; with 50% employer match about $341,329 at 4% or $227,553 at 6%; with 100% employer match about $255,997 at 4% or $170,665 at 6%.
2021187$17,343,789$2,036,180$23,404iApproximate average salary by contribution assumption: employee only about $585,109 at 4% or $390,073 at 6%; with 50% employer match about $390,073 at 4% or $260,049 at 6%; with 100% employer match about $292,555 at 4% or $195,036 at 6%.
Freestone Capital Management Retirement Plan-87$17,343,789$2,036,180$23,404iApproximate average salary by contribution assumption: employee only about $585,109 at 4% or $390,073 at 6%; with 50% employer match about $390,073 at 4% or $260,049 at 6%; with 100% employer match about $292,555 at 4% or $195,036 at 6%.
2020178$13,936,858$1,755,444$22,506iApproximate average salary by contribution assumption: employee only about $562,642 at 4% or $375,095 at 6%; with 50% employer match about $375,095 at 4% or $250,063 at 6%; with 100% employer match about $281,321 at 4% or $187,547 at 6%.
Freestone Capital Management Retirement Plan-78$13,936,858$1,755,444$22,506iApproximate average salary by contribution assumption: employee only about $562,642 at 4% or $375,095 at 6%; with 50% employer match about $375,095 at 4% or $250,063 at 6%; with 100% employer match about $281,321 at 4% or $187,547 at 6%.
2019175$11,842,561$1,430,863$19,078iApproximate average salary by contribution assumption: employee only about $476,954 at 4% or $317,970 at 6%; with 50% employer match about $317,970 at 4% or $211,980 at 6%; with 100% employer match about $238,477 at 4% or $158,985 at 6%.
Freestone Capital Management Retirement Plan-75$11,842,561$1,430,863$19,078iApproximate average salary by contribution assumption: employee only about $476,954 at 4% or $317,970 at 6%; with 50% employer match about $317,970 at 4% or $211,980 at 6%; with 100% employer match about $238,477 at 4% or $158,985 at 6%.
2018175$8,630,038$1,085,349$14,471iApproximate average salary by contribution assumption: employee only about $361,783 at 4% or $241,189 at 6%; with 50% employer match about $241,189 at 4% or $160,792 at 6%; with 100% employer match about $180,892 at 4% or $120,594 at 6%.
Freestone Capital Management Retirement Plan-75$8,630,038$1,085,349$14,471iApproximate average salary by contribution assumption: employee only about $361,783 at 4% or $241,189 at 6%; with 50% employer match about $241,189 at 4% or $160,792 at 6%; with 100% employer match about $180,892 at 4% or $120,594 at 6%.
2017165$9,967,186$1,747,960$26,892iApproximate average salary by contribution assumption: employee only about $672,292 at 4% or $448,195 at 6%; with 50% employer match about $448,195 at 4% or $298,797 at 6%; with 100% employer match about $336,146 at 4% or $224,097 at 6%.
Freestone Capital Management Retirement Plan-65$9,967,186$1,747,960$26,892iApproximate average salary by contribution assumption: employee only about $672,292 at 4% or $448,195 at 6%; with 50% employer match about $448,195 at 4% or $298,797 at 6%; with 100% employer match about $336,146 at 4% or $224,097 at 6%.
2016166$7,648,554$1,608,220$24,367iApproximate average salary by contribution assumption: employee only about $609,174 at 4% or $406,116 at 6%; with 50% employer match about $406,116 at 4% or $270,744 at 6%; with 100% employer match about $304,587 at 4% or $203,058 at 6%.
Freestone Capital Management Retirement Plan-66$7,648,554$1,608,220$24,367iApproximate average salary by contribution assumption: employee only about $609,174 at 4% or $406,116 at 6%; with 50% employer match about $406,116 at 4% or $270,744 at 6%; with 100% employer match about $304,587 at 4% or $203,058 at 6%.
2015164$5,313,116$896,821$14,013iApproximate average salary by contribution assumption: employee only about $350,321 at 4% or $233,547 at 6%; with 50% employer match about $233,547 at 4% or $155,698 at 6%; with 100% employer match about $175,160 at 4% or $116,774 at 6%.
Freestone Capital Management Retirement Plan-64$5,313,116$896,821$14,013iApproximate average salary by contribution assumption: employee only about $350,321 at 4% or $233,547 at 6%; with 50% employer match about $233,547 at 4% or $155,698 at 6%; with 100% employer match about $175,160 at 4% or $116,774 at 6%.
2014161$5,662,046$987,486$16,188iApproximate average salary by contribution assumption: employee only about $404,707 at 4% or $269,805 at 6%; with 50% employer match about $269,805 at 4% or $179,870 at 6%; with 100% employer match about $202,354 at 4% or $134,902 at 6%.
Freestone Capital Management Retirement Plan-61$5,662,046$987,486$16,188iApproximate average salary by contribution assumption: employee only about $404,707 at 4% or $269,805 at 6%; with 50% employer match about $269,805 at 4% or $179,870 at 6%; with 100% employer match about $202,354 at 4% or $134,902 at 6%.
2013154$5,711,841$624,706$11,569iApproximate average salary by contribution assumption: employee only about $289,216 at 4% or $192,810 at 6%; with 50% employer match about $192,810 at 4% or $128,540 at 6%; with 100% employer match about $144,608 at 4% or $96,405 at 6%.
Freestone Capital Management Retirement Plan-54$5,711,841$624,706$11,569iApproximate average salary by contribution assumption: employee only about $289,216 at 4% or $192,810 at 6%; with 50% employer match about $192,810 at 4% or $128,540 at 6%; with 100% employer match about $144,608 at 4% or $96,405 at 6%.
2012150$3,933,568$624,652$12,493iApproximate average salary by contribution assumption: employee only about $312,326 at 4% or $208,217 at 6%; with 50% employer match about $208,217 at 4% or $138,812 at 6%; with 100% employer match about $156,163 at 4% or $104,109 at 6%.
Freestone Capital Management Retirement Plan-50$3,933,568$624,652$12,493iApproximate average salary by contribution assumption: employee only about $312,326 at 4% or $208,217 at 6%; with 50% employer match about $208,217 at 4% or $138,812 at 6%; with 100% employer match about $156,163 at 4% or $104,109 at 6%.
2011155$3,302,223$580,530$10,555iApproximate average salary by contribution assumption: employee only about $263,877 at 4% or $175,918 at 6%; with 50% employer match about $175,918 at 4% or $117,279 at 6%; with 100% employer match about $131,939 at 4% or $87,959 at 6%.
Freestone Capital Management Retirement Plan-55$3,302,223$580,530$10,555iApproximate average salary by contribution assumption: employee only about $263,877 at 4% or $175,918 at 6%; with 50% employer match about $175,918 at 4% or $117,279 at 6%; with 100% employer match about $131,939 at 4% or $87,959 at 6%.
2010148$3,087,120$468,334$9,757iApproximate average salary by contribution assumption: employee only about $243,924 at 4% or $162,616 at 6%; with 50% employer match about $162,616 at 4% or $108,411 at 6%; with 100% employer match about $121,962 at 4% or $81,308 at 6%.
Freestone Capital Management Retirement Plan-48$3,087,120$468,334$9,757iApproximate average salary by contribution assumption: employee only about $243,924 at 4% or $162,616 at 6%; with 50% employer match about $162,616 at 4% or $108,411 at 6%; with 100% employer match about $121,962 at 4% or $81,308 at 6%.
2009148$2,687,478$424,086$8,835iApproximate average salary by contribution assumption: employee only about $220,878 at 4% or $147,252 at 6%; with 50% employer match about $147,252 at 4% or $98,168 at 6%; with 100% employer match about $110,439 at 4% or $73,626 at 6%.
Freestone Capital Management Retirement Plan-48$2,687,478$424,086$8,835iApproximate average salary by contribution assumption: employee only about $220,878 at 4% or $147,252 at 6%; with 50% employer match about $147,252 at 4% or $98,168 at 6%; with 100% employer match about $110,439 at 4% or $73,626 at 6%.
2008131$1,701,428$405,437$13,079iApproximate average salary by contribution assumption: employee only about $326,965 at 4% or $217,977 at 6%; with 50% employer match about $217,977 at 4% or $145,318 at 6%; with 100% employer match about $163,483 at 4% or $108,988 at 6%.
Freestone Capital Management Retirement Plan-31$1,701,428$405,437$13,079iApproximate average salary by contribution assumption: employee only about $326,965 at 4% or $217,977 at 6%; with 50% employer match about $217,977 at 4% or $145,318 at 6%; with 100% employer match about $163,483 at 4% or $108,988 at 6%.