How big is Frankcrum 11, Inc.'s plan?

Frankcrum 11, Inc.'s plan reported $205.6M in assets and 8,562 participants for 2024.

Original filing (PDF)20251016155822NAL0006796305001

Frankcrum 11, Inc.

Name: Frankcrum 11, Inc. — Frankcrum Retirement Savings, Form 5500 (2024)
Creator: Frankcrum 11, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Frankcrum Retirement Savings Plan

401(k) retirement plan · Frankcrum 11, Inc.'s Frankcrum Retirement Savings Plan held $205.6M in plan assets for 8,562 participants in 2024.

Signals · 1

Corrective distributions issued

Active participants

8,562

Accounts w/ balance

5,728

Plan assets (EOY)

$205.6M

Net assets (EOY)

$205.3M

Plan identifiers

Frankcrum 11, Inc.'s EIN is 59-2626531.

EIN 59-2626531

Plan number 333

Plan year 2024

ACK ID 20251016155822NAL0006796305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Frankcrum 11, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Frankcrum 11, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

46 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (8th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

FRANKCRUM 11, INC.

EIN

all filings

Address

100 SOUTH MISSOURI AVE · CLEARWATER, FL · 33756

Phone

(727) 799-1229

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

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)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC MUTUAL FUND MANAGEMENT CORP	59-2749576	—	INVESTMENT MGMT	$335K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC INTEGRATED ADMINISTRATION	65-0608221	—	TPA	$1.1M	—

Investments

46 direct securities· $204.4M(99% of reported assets)

Common Collective Trusts

$155.9M

23 holdings

Mutual Funds

$39.3M

19 holdings

Other securities

$5.8M

3 holdings

Bonds / Notes

$3.3M

1 holding

					% of plan
Vanguard Total Stock Market Index Fund Institutional Mutual fund	Common Collective Trusts	—	—	$43.3M	21.1%
Vanguard Intermediate-Term Bond Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$25.1M	12.2%
Vanguard Federal Money Market Fund Mutual fund	Mutual Funds	—	—	$21.1M	10.2%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$15.2M	7.4%
iShares MSCI EAFE International Index Fund K Mutual fund	Common Collective Trusts	—	—	$13.1M	6.4%
Vanguard Consumer Staples Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$11.2M	5.5%
Fidelity Large Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$9.7M	4.7%
Vanguard Total Stock Market Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$8.4M	4.1%
Vanguard Information Technology Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$6.2M	3.0%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$4.9M	2.4%
T. Rowe Price Dividend Growth Fund Mutual fund	Other securities	—	—	$3.6M	1.8%
Participant loans 4.25% - 10.50%	Bonds / Notes	—	—	$3.3M	1.6%
Vanguard Target Retirement 2025 Fund Mutual fund	Mutual Funds	—	—	$3.0M	1.5%
Vanguard Target Retirement 2030 Fund Mutual fund	Mutual Funds	—	—	$2.9M	1.4%
Vanguard Utilities Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$2.8M	1.3%
Vanguard Mid Cap Growth Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$2.7M	1.3%
Vanguard Mid Cap Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$2.3M	1.1%
Vanguard Value Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$2.0M	1.0%
Vanguard Small Cap Growth Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$1.8M	0.9%
Vanguard Small Cap Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$1.7M	0.8%
BlackRock Health Sciences Opportunities Portfolio Service Mutual fund	Other securities	—	—	$1.7M	0.8%
Vanguard Target Retirement 2040 Fund Mutual fund	Mutual Funds	—	—	$1.7M	0.8%
Vanguard Target Retirement 2035 Fund Mutual fund	Mutual Funds	—	—	$1.6M	0.8%
Vanguard Target Retirement 2050 Fund Mutual fund	Mutual Funds	—	—	$1.5M	0.7%
Vanguard Target Retirement 2045 Fund Mutual fund	Mutual Funds	—	—	$1.3M	0.6%
Vanguard Target Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$1.2M	0.6%
Vanguard Small Cap Value Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$1.1M	0.5%
Invesco Gold & Special Minerals Fund A Mutual fund	Mutual Funds	—	—	$1.0M	0.5%
Fidelity Emerging Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$1.0M	0.5%
Vanguard Industrial Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$898K	0.4%
Vanguard Energy Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$798K	0.4%
Putnam High Yield Fund Y Mutual fund	Mutual Funds	—	—	$715K	0.3%
Vanguard Target Retirement 2020 Fund Mutual fund	Mutual Funds	—	—	$694K	0.3%
Vanguard Cash Reserves Federal Money Market Fund Admiral Mutual fund 218 Vanguard Mid Cap Value Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$661K	0.3%
Franklin Utilities Fund R6 Mutual fund	Mutual Funds	—	—	$659K	0.3%
Vanguard Real Estate Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$578K	0.3%
Vanguard Target Retirement 2060 Fund Mutual fund	Mutual Funds	—	—	$505K	0.2%
Fidelity Advisor Materials Fund I Mutual fund	Mutual Funds	—	—	$495K	0.2%
Vanguard Short-Term Bond Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$451K	0.2%
T. Rowe Price New Asia Fund Mutual fund	Other securities	—	—	$434K	0.2%
Vanguard Inflation-Protected Securities Fund Admiral Mutual fund	Mutual Funds	—	—	$408K	0.2%
Vanguard Short-Term Federal Fund Admiral Mutual fund	Mutual Funds	—	—	$192K	<0.1%
Vanguard Target Retirement 2065 Fund Mutual fund	Mutual Funds	—	—	$132K	<0.1%
Vanguard Target Retirement Income Fund Mutual fund	Mutual Funds	—	—	$123K	<0.1%
Vanguard Target Retirement 2070 Fund Mutual fund	Mutual Funds	—	—	$114K	<0.1%
Vanguard Short-Term Inflation-Protected Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$69K	<0.1%