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Original filing (PDF)20250812125053NAL0011496880001
FRANCOTYP-POSTALIA INC
Form 5500
FILING_RECEIVED
FRANCOTYP-POSTALIA INC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
119
Accounts w/ balance
138
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANCOTYP-POSTALIA INC.
Plan sponsor
Name
FRANCOTYP-POSTALIA INC
EIN
38-1716563
Address
140 N MITCHELL COURT · SUITE 200 · ADDISON, IL · 60101
Phone
(800) 341-6052
Industry
Real Estatesee 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
2025-08-12
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIFEL RAMBO ADVISORY GROUP, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
36 direct securities· $10.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIRE 2030 ADV | — | 77,216.158 | $1.9M | $2.0M | 18.7% | |
| TRP RETIRE 2035 ADV | — | 42,578.339 | $781K | $890K | 8.5% | |
| TRP RETIRE 2040 ADV | — | 28,346.994 | $770K | $855K | 8.2% | |
| TRP RETIRE 2045 ADV | — | 37,231.732 | $675K | $820K | 7.8% | |
| TRP RETIRE 2020 ADV | — | 44,447.237 | $887K | $818K | 7.8% | |
| TRP RETIRE 2025 ADV | — | 47,955.888 | $787K | $787K | 7.5% | |
| FID 500 INDEX | — | 3,040.275 | $531K | $621K | 5.9% | |
| FID BLUE CHIP GR | — | 2,156.484 | $344K | $490K | 4.7% | |
| TRP RETIRE 2055 ADV | — | 22,529.443 | $392K | $443K | 4.2% | |
| FID TOTAL BOND | — | 45,615.588 | $452K | $429K | 4.1% | |
| TRP RETIRE 2050 ADV | — | 22,025.599 | $353K | $411K | 3.9% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $247K | 2.4% | |
| FID INTL INDEX | — | 4,613.18 | $224K | $219K | 2.1% | |
| ABF LG CAP VAL INV | — | 8,728.963 | $206K | $197K | 1.9% | |
| FID GOVT MMKT | — | 129,136.07 | $129K | $129K | 1.2% | |
| TRP RETIRE 2005 ADV | — | 9,654.22 | $124K | $115K | 1.1% | |
| GQG EMRG MKTS EQ INV | — | 6,964.322 | $120K | $115K | 1.1% | |
| TRP RETIRE 2015 ADV | — | 8,663.572 | $116K | $109K | 1.0% | |
| TRP RETIRE 2010 ADV | — | 6,873.742 | $116K | $104K | 1.0% | |
| FID NATURAL RES | — | 1,973.953 | $64K | $82K | 0.8% | |
| TRP DIV GROWTH ADV | — | 1,051.569 | $60K | $81K | 0.8% | |
| FID SEL HEALTHCARE | — | 2,338.255 | $59K | $64K | 0.6% | |
| FID GNMA | — | 6,046.47 | $65K | $60K | 0.6% | |
| FID BALANCED | — | 1,881.652 | $53K | $56K | 0.5% | |
| J H ENTERPRISE T | — | 395.129 | $50K | $55K | 0.5% | |
| FID INTL CAP APPREC | — | 1,969.542 | $51K | $54K | 0.5% | |
| FID STRATEGIC INCOME | — | 4,207.682 | $46K | $49K | 0.5% | |
| FID CAPITAL & INCOME | — | 4,501.295 | $45K | $46K | 0.4% | |
| AS SPL MD CP VAL ADM | — | 911.876 | $42K | $43K | 0.4% | |
| FID EXTD MKT IDX | — | 387.73 | $31K | $35K | 0.3% | |
| GLENMEDE SMCP EQ ADV | — | 920.595 | $29K | $30K | 0.3% | |
| HARBOR CAP APP INV | — | 161.954 | $14K | $17K | 0.2% | |
| PIMCO COMM REL RET A | — | 777.663 | $11K | $10K | <0.1% | |
| FID REAL ESTATE INVS | — | 207.227 | $9K | $8K | <0.1% | |
| FID INTL SM CAP OPP | — | 374.023 | $8K | $7K | <0.1% | |
| FID SM CAP IDX | — | 167.747 | $4K | $5K | <0.1% |
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