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Original filing (PDF)20251015143439NAL0005147121001
FRAZIER, INC.
Form 5500
FILING_RECEIVED
CONKLIN CARS SALARY REDUCTION PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
172
Accounts w/ balance
137
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
87
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Federated Hermes MDT Large Cap Mutual Fund" is 25% of plan.
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRAZIER, INC..
Plan sponsor
Name
FRAZIER, INC.
EIN
48-0817631
Address
1400 E. 11TH · HUTCHINSON, KS · 67501
Phone
(620) 662-4467
Industry
Management of Companies / Holdingssee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LINDBURG VOGEL PIERCE FARIS, CHTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, N.A. | 48-0477525 | — | NONE | $44K | — |
| FIRST NATIONAL BANK OF HUTCHINSON | 48-0273305 | — | NONE | $29K | — |
| LINDBURG VOGEL PIERCE FARIS, CHTD | 48-0841034 | — | NONE | $13K | — |
Investments
23 direct securities· $22.1M(100% of reported assets)
Uncategorized
$22.0M
22 holdings
Mutual Funds
$68K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Hermes MDT Large Cap Mutual Fund | — | — | — | $5.5M | 25.0% | |
| T Rowe Price Retirement 2030 Mutual Fund | — | — | — | $3.6M | 16.4% | |
| T Rowe Price Retirement 2040 Mutual Fund | — | — | — | $3.4M | 15.4% | |
| Vanguard 500 Mutual Fund | — | — | — | $2.6M | 11.8% | |
| T Rowe Price Retirement 2050 Mutual Fund | — | — | — | $2.0M | 9.1% | |
| Vanguard Mid Cap Growth Mutual Fund | — | — | — | $1.3M | 5.8% | |
| T Rowe Price Retirement 2020 Mutual Fund | — | — | — | $1.2M | 5.5% | |
| T Rowe Price Global Stock Mutual Fund | — | — | — | $469K | 2.1% | |
| MFS Value Fund - Class I Mutual Fund | — | — | — | $348K | 1.6% | |
| T Rowe Price Retirement 2060 Mutual Fund | — | — | — | $335K | 1.5% | |
| T Rowe Price Retirement Balanced Mutual Fund | — | — | — | $309K | 1.4% | |
| Vanguard Mid Cap Value Mutual Fund | — | — | — | $160K | 0.7% | |
| Fidelity Emerging Markets Mutual Fund ** 16 Fidelity Large Cap Growth Mutual Fund | — | — | — | $156K | 0.7% | |
| Vanguard Small Cap Mutual Fund | — | — | — | $134K | 0.6% | |
| Vanguard Balanced Mutual Fund | — | — | — | $126K | 0.6% | |
| Fidelity Investment Grade Bond Mutual Fund | — | — | — | $106K | 0.5% | |
| Calamos Evolving World Growth Mutual Fund | Mutual Funds | — | — | $68K | 0.3% | |
| MFS Instl International Equity Mutual Fund | — | — | — | $64K | 0.3% | |
| Party in Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par or Maturity Value Cost Value Cash Equivalent Funds Federated Government Obligation Fund Money Market Fund | — | — | — | $59K | 0.3% | |
| T Rowe Price Retirement 2010 Mutual Fund | — | — | — | $38K | 0.2% | |
| Fidelity Short-Term Treasury Bond I Mutual Fund | — | — | — | $17K | <0.1% | |
| Congress Small Cap Growth Mutual Fund ** 137 Cohen & Steers Realty Shares Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Value Mutual Fund | — | — | — | $9K | <0.1% |