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FRALEY & SCHILLING HOLDINGS, INC. — FRALEY & SCHILLING HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015072108NAL0002046707001
FRALEY & SCHILLING HOLDINGS, INC.
Form 5500
FILING_RECEIVED
FRALEY & SCHILLING HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
576
Accounts w/ balance
635
Plan assets (EOY)
$14.1M
Net assets (EOY)
-$92.8M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FRALEY & SCHILLING HOLDINGS, INC.
.
Find decision makers
Plan sponsor
Name
FRALEY & SCHILLING HOLDINGS, INC.
EIN
46-4314904
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
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $8.6M
(61% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
*Fraley & Schilling Holdings, Inc. common stock 100,000 shares
Common Stocks
—
$167.3M
$8.6M
60.8%
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Knocking points off
Top holding "Fraley & Schilling Holdings, Inc. common stock 100,000 shares" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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