· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FRALEY & SCHILLING, INC. — FRALEY & SCHILLING, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015140323NAL0009964962001
FRALEY & SCHILLING, INC.
Form 5500-SF
FILING_RECEIVED
FRALEY & SCHILLING, INC. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
No auditor on file
Active participants
189
Accounts w/ balance
33
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
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 Transportation & Warehousing plans
QUAD HOLDING COMPANY INC.
QUAD HOLDING COMPANY INC. 401(K) PLAN
$2.2M · 53 participants
LTI
LTI EMPLOYEE RETIREMENT PLAN
$2.2M · 1 participants
ENERGY TRANSPORTATION, LLC
ENERGY TRANSPORTATION, LLC 401(K) PLAN
$2.2M · 232 participants
LIBERTY DISTRIBUTION, INC.
LIBERTY DISTRIBUTION, INC. PROFIT SHARING PLAN
$2.2M · 40 participants
ANDERSON TRANSPORTATION COMPANY, INC.
ANDERSON TRANSPORTATION COMPANY, INC. PROFIT SHARING AND 401(K) PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 17% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.2M · 12 participants
STOTT & DAVIS MOTOR EXPRESS, INC
STOTT & DAVIS MOTOR EXPRESS, INC 401(K) PROFIT SHARING PLAN
$2.2M · 17 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
