How big is Fraser Industries & Affiliated Companies' plan?

Fraser Industries & Affiliated Companies' plan reported $8.6M in assets and 76 participants for 2024.

Original filing (PDF)20250930102608NAL0029086770001

Fraser Industries & Affiliated Companies

Name: Fraser Industries & Affiliated Companies — Form 5500 Plan 001 (2024)
Creator: Fraser Industries & Affiliated Companies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fraser Industries & Affiliated Companies 401(k)

401(k) retirement plan · Fraser Industries & Affiliated Companies' Fraser Industries & Affiliated Companies 401(k) held $8.6M in plan assets for 76 participants in 2024.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Kathleen Menten signed Fraser Industries & Affiliated Companies' 2024 Form 5500 as plan administrator.

Kathleen Menten — 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

Fraser Industries & Affiliated Companies' EIN is 27-1970821.

EIN 27-1970821

Plan number 001

Plan year 2024

ACK ID 20250930102608NAL0029086770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fraser Industries & Affiliated Companies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fraser Industries & Affiliated Companies' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRASER INDUSTRIES & AFFILIATED COMPANIES.

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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