Plan Ledger DOL Form 5500 · updated monthly

Fraley & Schilling, Inc.401(k)

FRALEY & SCHILLING, INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST · RUSHVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.69%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Fraley & Schilling, Inc. reported $69,160 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $1,363 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.64% to 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Indiana (871st of 1,562), and the 1,114th of 2,677 in transportation & warehousing. In 2024, employees put in $1.49 for every $1.00 the employer contributed; active participation has grown from 382 to 437 since 2022.

Plan summary
Net assets, end of year$10,659,785
Participants with balances412
Active participants437
Employer contributions$595,705
Employee contributions$887,493
Employer contribution per active participant$1,363
Average account balance$25,873
Benefits paid to participants$1,189,662
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 412 accts · $596K emplr
2023$9.3M · 461 accts · $328K emplr
2022$7.4M · 383 accts · $268K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,437
Investment management$26,723
Total administrative$69,160
The Fraley & Schilling, Inc. 401(k) match · 2024
Employer contribution per active participant$1,363
Median for plans this size$1,313
2024$1,363 per active participant
2023$827 per active participant
2022$703 per active participant

Fraley & Schilling, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$42,437
EDWARD D. JONES CO., L.P · Investment advisory (participants)$24,744
WILSHIRE ASSOCIATES INC · Investment advisory (participants)$1,979

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$69,160 · 0.69%
2023$56,550 · 0.68%
2022$45,427 · 0.64%
Same employer
Similar plansTransportation & Warehousing · Indiana
Comlux America, LLC IN$9.7M · 0.47%
MD Logistics LLC IN$9.0M · 0.07%
AG Trucking, Inc. IN$9.0M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341036518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.