Original filing (PDF)20250709082236NAL0004569665001

FREY & SONS, INC.

Name: FREY & SONS, INC. — FREY & SONS, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: FREY & SONS, INC.

Form 5500-SF

FILING_RECEIVED

FREY & SONS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREY & SONS, INC..

Plan sponsor

Name

FREY & SONS, INC.

EIN

34-0926399

Address

210 WESTFIELD DRIVE · PO BOX 7 · ARCHBOLD, OH · 43502

Phone

(419) 445-0015

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

PADGETT-SWANN MACHINERY COMPANY

PADGETT-SWANN 401(K) PLAN

$3.0M · 33 participants

COLLICUTT ENERGY SERVICES, INC.

COLLICUTT ENERGY SERVICES, INC. 401(K) PLAN

$3.0M · 44 participants

ADRIAN MECHANICAL SERVICES CO.

ADRIAN MECHANICAL SERVICES CO. PROFIT SHARING PLAN

$3.0M · 10 participants

TURNER HYDRAULICS, INC.

TURNER HYDRAULICS, INC. 401(K) PLAN

$3.0M · 42 participants

CRANE TECH SOLUTIONS, LLC

CRANE TECH SOLUTIONS, LLC 401(K) PLAN