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Original filing (PDF)20250919085903NAL0002487664001
FRM SOCKS LLC
Form 5500
FILING_RECEIVED
FOX RIVER MILLS 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
151
Accounts w/ balance
0
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Mutual Funds" is 26% of plan.
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRM SOCKS LLC.
Plan sponsor
Name
FRM SOCKS LLC
EIN
61-1804624
Address
227 POPLAR STREET · OSAGE, IA · 50461
Phone
(641) 732-3798
Industry
Manufacturingsee 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
2025-09-19
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SKIBBIE CPA, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STEET ADVISORS LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $43K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP | — | WEST DES MOINES, IA | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
6 direct securities · 13 pooled funds· $17.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$10.0M
13 holdings
Uncategorized
$7.0M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | — | — | — | $4.5M | 26.4% | |
| INDEXSELECT MODERATE RETIRE FUND R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $4.0M | 23.6% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $2.1M | 12.1% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $1.5M | 8.6% | |
| INDEXSELECT MODERATE 2035 FUND CLR6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $943K | 5.5% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $681K | 4.0% | |
| INDEXSELECT MODERATE 2045 FUND CLR6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $661K | 3.9% | |
| SMALL CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $625K | 3.7% | |
| DFA Inflation-Protected Securities I Mutual Funds | — | — | — | $604K | 3.5% | |
| INDEXSELECT MODERATE 2055 RUND CLR6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $466K | 2.7% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $400K | 2.3% | |
| Vanguard International Growth Adm Mutual Funds | — | — | — | $221K | 1.3% | |
| Fidelity International Index Mutual Funds | — | — | — | $177K | 1.0% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-1065329 / PN 426 | Common Collective Trust | — | — | $123K | 0.7% | |
| Participant Loans Interest Rates 7.25% to 9.5% | — | — | — | $58K | 0.3% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $34K | 0.2% | |
| INDEXSELECT MODERATE 2025 FUND CLR6 GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
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