Original filing (PDF)20230330144939NAL0024568067002

FRALEIGH & RAKOW, INC.

Name: FRALEIGH & RAKOW, INC. — FRALEIGH & RAKOW, INC. 401(K) PLAN, Form 5500 (2022)
Creator: FRALEIGH & RAKOW, INC.

Form 5500-SF

FILING_RECEIVED

FRALEIGH & RAKOW, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRALEIGH & RAKOW, INC..

Plan sponsor

Name

FRALEIGH & RAKOW, INC.

EIN

14-1731371

Address

6796 ROUTE 9 · RHINEBECK, NY · 125723724

Phone

(845) 876-7035

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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