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Original filing (PDF)20251002100957NAL0000325489001
FREIJE ENGINEERED SOLUTIONS
Form 5500
FILING_RECEIVED
FREIJE ENGINEERED SOLUTIONS 401(K) PLAN.
401(k) retirement plan
Active participants
187
Accounts w/ balance
281
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREIJE ENGINEERED SOLUTIONS.
Plan sponsor
Name
FREIJE ENGINEERED SOLUTIONS
EIN
65-1172730
Address
7600 PENDLETON PIKE · INDIANAPOLIS, IN · 46226
Phone
(855) 356-7800
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $20K | — |
Investments
31 direct securities · 1 pooled fund· $13.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.0M
31 holdings
Pooled Separate Account
$6.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $6.8M | 96.7% | |
| American Century One Choice 2035 A | — | 5,789 | — | $1.0M | 14.5% | |
| American Century One Choice 2040 A | — | 3,984 | — | $736K | 10.4% | |
| Empower International Index inv | — | 6,590 | — | $696K | 9.9% | |
| American Century One Choice 2050 A | — | 3,062 | — | $619K | 8.8% | |
| MassMutual Blue Chip Growth R4 | — | 1,164 | — | $490K | 7.0% | |
| American Century One Choice 2030 A | — | 2,836 | — | $481K | 6.8% | |
| American Century One Choice 2045 A | — | 2,120 | — | $410K | 5.8% | |
| American Century One Choice IN Ret A | — | 2,591 | — | $407K | 5.8% | |
| Empower S&P Smallcap 600 Index Inv | — | 3,424 | — | $374K | 5.3% | |
| MassMutual S&P 500 Index R4 | — | 803 | — | $268K | 3.8% | |
| American Century One Choice 2025 A | — | 1,507 | — | $246K | 3.5% | |
| MFS Blended Research Core Equity R3 | — | 679 | — | $215K | 3.1% | |
| PIMCO High Yield A | — | 934 | — | $140K | 2.0% | |
| MassMutual Guaranteed Interest Account | — | — | — | $136K | 1.9% | |
| MassMutual Small Cap Opps R4 | — | 509 | — | $129K | 1.8% | |
| MFS Total Return R3 | — | 605 | — | $113K | 1.6% | |
| Empower S&P Mid Cap 400 Index Inv | — | 795 | — | $94K | 1.3% | |
| MM Diversified Value Fund Class R4 | — | 348 | — | $84K | 1.2% | |
| Participant Loans | — | 0 | — | $80K | 1.1% | |
| Fidelity Advisor Total Bond M | — | 584 | — | $71K | 1.0% | |
| Hartford Midcap R4 | — | 230 | — | $49K | 0.7% | |
| Invesco International Diversified A | — | 266 | — | $36K | 0.5% | |
| Invesco Diversified Dividend A | — | 133 | — | $25K | 0.4% | |
| DWS RREEF Real Estate Securities A | — | 128 | — | $24K | 0.3% | |
| BlackRock Global Dividend Inv A | — | 110 | — | $21K | 0.3% | |
| American Century Investments One Choice 2065 A Class | — | 1,743 | — | $18K | 0.3% | |
| American Century Inflation Adjusted Bond A | — | 135 | — | $16K | 0.2% | |
| AB Global Bond A | — | 99 | — | $12K | 0.2% | |
| America Century Investments One Choice 2055 A Class | — | 753 | — | $7K | 0.1% | |
| Columbia Global Value A | — | 37 | — | $6K | <0.1% | |
| American Century Investments Once Choice 2060 A Class | — | 381 | — | $4K | <0.1% |