How big is James R. Frash's plan?

James R. Frash's plan reported $3.3M in assets and 4 participants for 2024.

Original filing (PDF)20250729212920NAL0001915619001

James R. Frash

Name: James R. Frash — James R. Frash 401(k) Plan, Form 5500 (2024)
Creator: James R. Frash
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James R. Frash 401(k) Plan

401(k) retirement plan · James R. Frash's James R. Frash 401(k) Plan held $3.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

James R. Frash signed James R. Frash's 2024 Form 5500 as plan administrator.

James R. Frash — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James R. Frash's EIN is 20-0814133.

EIN 20-0814133

Plan number 001

Plan year 2024

ACK ID 20250729212920NAL0001915619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James R. Frash from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James R. Frash's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

JAMES R. FRASH

EIN

all filings

Address

7672 OSWEGO ROAD · LIVERPOOL, NY · 13090

Phone

(315) 546-0023

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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