Original filing (PDF)20240125115909NAL0018276192001

CHARLES C. FRALEY, INC.

Name: CHARLES C. FRALEY, INC. — CHARLES C. FRALEY, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: CHARLES C. FRALEY, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES C. FRALEY, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES C. FRALEY, INC..

Plan sponsor

Name

CHARLES C. FRALEY, INC.

EIN

59-3704208

Address

1624 N 16TH AVE · PENSACOLA, FL · 32503

Phone

(850) 969-9168

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2024-01-25

Pension benefit codes

1C · Cash balance or similar hybrid DB

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 providers

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