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Original filing (PDF)20251015060516NAL0003886305001
FRIONA INDUSTRIES, L.P.
Form 5500
FILING_RECEIVED
FRIONA INDUSTRIES, L.P. 401(K) PLAN
401(k) retirement plan
Active participants
365
Accounts w/ balance
482
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 102% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRIONA INDUSTRIES, L.P..
Plan sponsor
Name
FRIONA INDUSTRIES, L.P.
EIN
75-2278265
Address
500 S TAYLOR · SUITE 601 · AMARILLO, TX · 79101
Phone
(806) 322-1859
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JOHNSON & SHELDON PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $72K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMARILLO NATIONAL BANK | 75-0109799 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
Investments
33 direct securities· $13.7M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $2.6M | 18.1% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.9M | 13.1% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.9M | 12.9% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.5M | 10.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $998K | 6.9% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $912K | 6.3% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $722K | 5.0% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $570K | 3.9% | |
| INVESCO GOVT MONEY MARKET Y | Registered Investment Companies | — | — | $487K | 3.4% | |
| SCHWAB INTERNATIONAL INDEX | Registered Investment Companies | — | — | $300K | 2.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $259K | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $178K | 1.2% | |
| BAIRD AGGREGATE BOND INST | Registered Investment Companies | — | — | $135K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $132K | 0.9% | |
| NUVEEN LG CAP VAL IDX R6 | Registered Investment Companies | — | — | $125K | 0.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $116K | 0.8% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $112K | 0.8% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $93K | 0.6% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $93K | 0.6% | |
| FIDELITY FREEDOM 2065 FUND K6 | Registered Investment Companies | — | — | $88K | 0.6% | |
| FEDERATED TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $77K | 0.5% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $77K | 0.5% | |
| GOLDMAN SMALL CAP VALUE INSTL | Registered Investment Companies | — | — | $75K | 0.5% | |
| BLACKROCK 20 80 TARGET ALLOC K | Registered Investment Companies | — | — | $67K | 0.5% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $52K | 0.4% | |
| BAIRD SHORT TERM BOND INST | Registered Investment Companies | — | — | $41K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $38K | 0.3% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $20K | 0.1% | |
| FIDELITY FREEDOM 2055 FUND K6 | Registered Investment Companies | — | — | $19K | 0.1% | |
| TRP US TREAS INTERM IDX I | Registered Investment Companies | — | — | $15K | 0.1% | |
| BLACKROCK 40 60 TARGET ALLOC K | Registered Investment Companies | — | — | $8K | <0.1% | |
| MFS GIBL OPPORTUNISTIC BOND R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| BLACKROCK 60 40 TARGET ALLOC K | Registered Investment Companies | — | — | $2K | <0.1% |
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