Original filing (PDF)20250707093006NAL0008646802001

FRY & ASSOCIATES CPAS INC

Name: FRY & ASSOCIATES CPAS INC — FRY & ASSOCIATES CPA'S INC 401(K) PLAN, Form 5500 (2024)
Creator: FRY & ASSOCIATES CPAS INC

Form 5500-SF

FILING_RECEIVED

FRY & ASSOCIATES CPA'S INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRY & ASSOCIATES CPAS INC.

Plan sponsor

Name

FRY & ASSOCIATES CPAS INC

EIN

31-1457796

Address

PO BOX 750112 · DAYTON, OH · 454750112

Phone

(937) 428-0787

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

CHRIS W. JOHNSTON, CPA ACCOUNTANCY CORP.

CHRIS W. JOHNSTON, CPA ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN

$1.6M · 1 participants

MJCO, LLC

MJCO, LLC 401(K) PLAN

$1.6M · 26 participants

VICTOR S. TRAEGER, CPA

VICTOR S. TRAEGER, CPA PROFIT SHARING PLAN

$1.6M · 2 participants

JEFFREY D. WALKER, CPA, P.A.

JEFFREY D. WALKER, CPA, P.A. CASH BALANCE PLAN

$1.6M · 1 participants

JORNS & ASSOCIATES LLC

JORNS & ASSOCIATES LLC 401(K) PLAN