Original filing (PDF)20250524083133NAL0006811728001

FRED F. COLLIS & SONS, INC.

Name: FRED F. COLLIS & SONS, INC. — FRED F. COLLIS & SONS, INC. EMPLOYEE SAVINGS PLAN, Form 5500 (2023)
Creator: FRED F. COLLIS & SONS, INC.

Form 5500-SF

FILING_RECEIVED

FRED F. COLLIS & SONS, INC. EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

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 FRED F. COLLIS & SONS, INC..

Plan sponsor

Name

FRED F. COLLIS & SONS, INC.

EIN

16-0976821

Address

5092 COMMERCIAL DR 1 · YORKVILLE, NY · 134951106

Phone

(315) 768-2323

Industry

Wholesale Tradesee all

Plan administrator

Name

FRED F. COLLIS & SONS, INC.

EIN

16-0976821

City

YORKVILLE, NY

Phone

(315) 768-2323

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-05-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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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