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Original filing (PDF)20250930101951NAL0016345651001
FRASER INDUSTRIES
Form 5500
FILING_RECEIVED
FRASER INDUSTRIES UNION EMPLOYEES 401(K)
401(k) retirement plan
Signals · 1
~151 bps in Sched C fees
Active participants
96
Accounts w/ balance
137
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 151 bps in Schedule C fees — 190% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRASER INDUSTRIES.
Plan sponsor
Name
FRASER INDUSTRIES
EIN
27-1970821
Address
1 CLOUGH AVE · SUPERIOR, WI · 54880
Phone
(715) 394-7787
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $22K | — |
| WIPFLI, LLP. | — | EAU CLAIRE, WI | NONE | $16K | — |
| PRIME CAPITAL INVESTMENT | — | OVERLAND PARK, KS | NONE | $10K | — |
Investments
22 direct securities· $3.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $671K | 21.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $545K | 17.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $251K | 7.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $227K | 7.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $211K | 6.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $208K | 6.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $191K | 6.0% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 315 Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $157K | 4.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $135K | 4.2% | |
| (CL) T. Rowe Price Mid-Cap Value I T. Rowe Price 0 | — | — | — | $116K | 3.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $104K | 3.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $84K | 2.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 331 American Century Small Cap Gr R6 American Century 0 | — | — | — | $62K | 2.0% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $55K | 1.7% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $40K | 1.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $36K | 1.1% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $28K | 0.9% | |
| JPMorgan Core Bond R6 JP Morgan 0 | — | — | — | $21K | 0.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $21K | 0.6% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $19K | 0.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $13K | 0.4% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $2K | <0.1% |
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