Original filing (PDF)20251010153156NAL0012908352001

FRESNO OXYGEN & WELDING SUPPLIES

Name: FRESNO OXYGEN & WELDING SUPPLIES — FRESNO OXYGEN EMPLOYEES 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: FRESNO OXYGEN & WELDING SUPPLIES

Form 5500

FILING_RECEIVED

FRESNO OXYGEN EMPLOYEES 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 5

43% in single holding43% employer stockCorrective distributions issuedHigh average account balanceNo recordkeeper disclosed

Active participants

166

Accounts w/ balance

102

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRESNO OXYGEN & WELDING SUPPLIES.

Plan sponsor

Name

FRESNO OXYGEN & WELDING SUPPLIES

EIN

94-1353226

Address

P. O. BOX 1666 · FRESNO, CA · 93717

Phone

(559) 223-6684

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

VISKOCHIL ASSURANCE SERVICES LLC

Trustee / custodian

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	HARTFORD, CT	SERVICE PROVIDER	$0	—

Investments

36 direct securities· $15.7M(100% of reported assets)

Common Stock

$6.8M

1 holding

Other securities

$6.3M

32 holdings

Stable Value

$1.7M

1 holding

Cash / Money Market

$704K

1 holding

Bonds / Notes

$216K

1 holding

					% of plan
VOYA Retirement Ins Annuity Co Mutual Funds	Common Stock	—	—	$6.8M	78.1%
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$1.7M	19.2%
AB Large Cap Growth Fund Pooled Separate Account	Other securities	—	—	$1.5M	16.6%
American Funds Fundamental Investors Fund Pooled Separate Account	Other securities	—	—	$1.3M	14.6%
Voya Government Money Market Fund Pooled Separate Account ** 59 * Voya Mid Cap Opportunity Portfolio Fund Pooled Separate Account	Cash / Money Market	—	—	$704K	8.1%
American Funds New Perspective Fund Pooled Separate Account	Other securities	—	—	$604K	6.9%
Vanguard 500 Index Fund Pooled Separate Account	Other securities	—	—	$499K	5.7%
PGIM Total Return Bond Fund Pooled Separate Account	Other securities	—	—	$380K	4.4%
Invesco Diversivied Dividend Fund Pooled Separate Account	Other securities	—	—	$267K	3.1%
Voya Target Retirement 2040 Fund Pooled Separate Account	Other securities	—	—	$236K	2.7%
Voya Target Retirement 2025 Fund Pooled Separate Account	Other securities	—	—	$226K	2.6%
maturing through August 2037 -0-	Other securities	—	—	$216K	2.5%
Participant Loans Int rates 5.25% to 10.50%	Bonds / Notes	—	—	$216K	2.5%
American Funds AMCAP Fund Pooled Separate Account	Other securities	—	—	$182K	2.1%
Voya Target Retirement 2045 Fund Pooled Separate Account	Other securities	—	—	$156K	1.8%
ClearBridge Small Cap Growth Fund Pooled Separate Account	Other securities	—	—	$144K	1.7%
Vanguard Small-Cap Index Fund Pooled Separate Account	Other securities	—	—	$128K	1.5%
American Funds Washington Mutual Fund Pooled Separate Account	Other securities	—	—	$121K	1.4%
Voya Target Retirement 2055 Fund Pooled Separate Account	Other securities	—	—	$76K	0.9%
Voya Target Retirement Income Fund Pooled Separate Account	Other securities	—	—	$74K	0.8%
American Funds American Balanced Fund Pooled Separate Account ** 976 American Funds EuroPacific Fund Pooled Separate Account	Other securities	—	—	$48K	0.5%
Voya Target Retirement 2060 Fund Pooled Separate Account	Other securities	—	—	$43K	0.5%
American Funds New World Fund Pooled Separate Account	Other securities	—	—	$32K	0.4%
DFA US Targeted Value Portfolio Fund Pooled Separate Account	Other securities	—	—	$26K	0.3%
PGIM High Yield Fund Pooled Separate Account	Other securities	—	—	$26K	0.3%
Voya Target Retirement 2065 Fund Pooled Separate Account	Other securities	—	—	$25K	0.3%
Voya Target Retirement 2050 Fund Pooled Separate Account	Other securities	—	—	$21K	0.2%
Individual Life Insurance Policies Life insurance policies	Other securities	—	—	$20K	0.2%
MFS Mid Cap Value Fund Pooled Separate Account	Other securities	—	—	$15K	0.2%
AB Global Bond Fund Pooled Separate Account	Other securities	—	—	$12K	0.1%
Vanguard LifeStrat Conservative Growth Fund Pooled Separate Account ** 880 Vanguard Mid-Cap Index Fund Pooled Separate Account	Other securities	—	—	$10K	0.1%
DFA Global Real Estate Securities Porftolio Fund Pooled Separate Account	Other securities	—	—	$9K	0.1%
Voya Target Retirement 2035 Fund Pooled Separate Account	Other securities	—	—	$6K	<0.1%
DFA Inflation-Protected Security Portfolio Fund Pooled Separate Account	Other securities	—	—	$4K	<0.1%
Vanguard Balanced Index Fund Pooled Separate Account	Other securities	—	—	$3K	<0.1%
Vanguard Total International Stock Index Fund Pooled Separate Account	Other securities	—	—	$3K	<0.1%