# Fraley & Schilling, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fraley-schilling-inc-401k-plan

> Fraley & Schilling, INC.'s 401(k) plan: 437 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fraley & Schilling, INC.

- **Sponsor EIN:** 341036518

- **Sponsor Address:** 1920 S STATE ROAD 3, RUSHVILLE, IN, 46173

- **Plan Type:** 401(k)

- **Total Participants:** 437

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|437|$10.7M|$595,705|$887,493|

| 2023|397|$9.3M|$328,471|$897,627|

| 2022|382|$7.4M|$268,404|$797,947|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$42,437|—|$42,437|

| EDWARD D. JONES CO., L.P|INVESTMENT ADVISOR|$24,744|—|$24,744|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $67,181

- **Estimated Expense Ratio:** 0.630% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$69,160|$26,723|$42,437|—|—|

| 2023|$56,550|—|$56,550|—|—|

| 2022|$45,427|—|$45,427|—|—|

## Similar Plans

- [Buchanan Hauling & Rigging, INC.](https://planprovider.pro/companies/buchanan-hauling-rigging-inc-401k-plan) — 338 participants

- [Sodrel Truck Lines, INC.](https://planprovider.pro/companies/sodrel-truck-lines-inc-plan) — 324 participants

- [Online Transport, INC.](https://planprovider.pro/companies/online-transport-inc-401k-plan) — 600 participants

- [Bulkmatic Transport Company](https://planprovider.pro/companies/bulkmatic-transport-company-401k-plan) — 606 participants

- [Central Trucking INC.](https://planprovider.pro/companies/central-trucking-inc-401k-plan) — 621 participants

- [Protrans International, LLC](https://planprovider.pro/companies/protrans-international-inc-401k-plan) — 685 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fraley-schilling-inc-401k-plan)

© 2026 PlanProvider.Pro