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FRALEY & SCHILLING, INC. — FRALEY & SCHILLING, INC. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231004110226NAL0012423315001
FRALEY & SCHILLING, INC.
Form 5500-SF
FILING_RECEIVED
FRALEY & SCHILLING, INC. CASH BALANCE PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
67
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FRALEY & SCHILLING, INC.
.
Find decision makers
Plan sponsor
Name
FRALEY & SCHILLING, INC.
EIN
34-1036518
Address
1920 S STATE ROAD 3 · RUSHVILLE, IN · 46173
Phone
(765) 932-5977
Industry
Transportation & Warehousing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-04
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
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
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Helping the score
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