# William A. Fraser, INC. D/B/A Fraser Business 401(k) Plan
Source: https://planprovider.pro/companies/william-a-fraser-inc-d-b-a-fraser-business-401k-plan

> William A. Fraser, INC. D/B/A Fraser Business's 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William A. Fraser, INC. D/B/A Fraser Business

- **Sponsor EIN:** 231975860

- **Sponsor Address:** 320 PENN AVE, READING, PA, 196111127

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

- **Total Participants:** 174

- **Total Assets:** $14.6M

## 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|174|$14.6M|$91,990|$841,283|

| 2023|143|$13.6M|$88,564|$823,290|

| 2022|156|$12.8M|$85,987|$839,163|

## 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|

| REGAN, LEVIN, BLOSS, BROWN & SAVCHA|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$10,721|—|$10,721|—|—|

| 2023|$9,671|—|$9,671|—|—|

| 2022|$10,376|—|$10,376|—|—|

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