Back to filter
Original filing (PDF)20251003123917NAL0000807859001
FREDERICKS, INC.
Form 5500-SF
FILING_RECEIVED
FREDERICKS, INC/MARKLEVILLE LUMBER HOURLY 401(K) PLAN
401(k) retirement plan
Active participants
94
Accounts w/ balance
66
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREDERICKS, INC..
Plan sponsor
Name
FREDERICKS, INC.
EIN
35-1417173
Address
P.O. BOX 229 · PENDLETON, IN · 46064
Phone
(765) 778-7588
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 providersRelated plans
Similar-size Manufacturing plans
FLEXIBLE MATERIALS, INC
FLEXIBLE MATERIALS, INC 401K SAVINGS PLAN
$7.5M · 64 participants
CWPF, INC.
CWPF, INC. 401(K) PLAN
$7.6M · 92 participants
J. C. SNAVELY & SONS, INC.
J. C. SNAVELY & SONS, INC. , PROFIT SHARING 401(K) PLAN
$7.7M · 52 participants
DONALD NIKCHEVICH JR. D.D.S., INC.
DONALD NIKCHEVICH JR. D.D.S., INC. 401(K) PLAN
$7.7M · 32 participants
UNADILLA SILO COMPANY, INC.
UNADILLA SILO COMPANY, INC. PROFIT SHARING 401K PLAN AND TRUST
$7.7M · 37 participants
INNOVATIVE MILLWORK SYSTEMS, INC.
INNOVATIVE MILLWORK SYSTEMS EMPLOYEES SAVINGS 401(K) PLAN
$7.8M · 32 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