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Original filing (PDF)20250826124613NAL0004460211001
FSR INCORPORATED
Form 5500
FILING_RECEIVED
FSR RETIREMENT PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
103
Accounts w/ balance
99
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Management Trust Company Fidelity Contrafund" is 29% of plan.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FSR INCORPORATED.
Plan sponsor
Name
FSR INCORPORATED
EIN
22-2342775
Address
244 BERGEN BOULEVARD · WOODLAND PARK, NJ · 07424
Phone
(973) 998-2350
Industry
Manufacturingsee all
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
2025-08-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
GELTRUDE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Investments
17 direct securities· $10.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Contrafund | — | — | — | $2.9M | 28.9% | |
| Fidelity Management Trust Company Fidelity Magellan Fund | — | — | — | $2.0M | 19.6% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2035 | — | — | — | $1.4M | 14.2% | |
| Fidelity Management Trust Company Fidelity Government Money Market | — | — | — | $1.0M | 10.2% | |
| Fidelity Management Trust Company Fidelity Asset Manager 50% | — | — | — | $784K | 7.7% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2030 | — | — | — | $472K | 4.7% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2025 | — | — | — | $372K | 3.7% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2055 | — | — | — | $228K | 2.2% | |
| Fidelity Management Trust Company Fidelity Intermediate Bond | — | — | — | $202K | 2.0% | |
| through August 2029 - | — | — | — | $157K | 1.5% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2050 | — | — | — | $145K | 1.4% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2040 | — | — | — | $127K | 1.2% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2045 | — | — | — | $96K | 0.9% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2020 | — | — | — | $92K | 0.9% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2010 | — | — | — | $39K | 0.4% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2060 | — | — | — | $21K | 0.2% | |
| Fidelity Management Trust Company Fidelity Freedom Fund 2065 | — | — | — | $16K | 0.2% |
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