Fraser Industries 401(k) match, vesting and fees
What Fraser Industries' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Wipfli (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Fraser Industries: employer contribution per participant | $1,886 | |
| Peer median | $1,803 |
| Fraser Industries: average balance | $23,346 | |
| Peer median | $48,934 |
| Fraser Industries: admin expenses ÷ assets | 1.61% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.7M at the end of plan year 2021 to $3.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 145 | $3.2M | $258K | $1,886 | 1.61% | Not published | Form 5500 ↗ |
| 2023 | 169 | $2.8M | $261K | $1,653 | 1.60% | Not published | Form 5500 ↗ |
| 2022 | 185 | $2.3M | $343K | $1,969 | 2.02% | Not published | Form 5500 ↗ |
| 2021 | 232 | $2.7M | $342K | $1,636 | 1.59% | Not published | Form 5500 ↗ |
Other Fraser Industries plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Fraser Industries & Affiliated Companies 401k
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Fraser Industries match 401(k) contributions?
The match terms for the Fraser Industries Union Employees 401(k) have not been published from its filing yet. The plan year 2024 filing reports $258K in employer contributions, about $1,886 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fraser Industries 401(k) match vested?
The vesting schedule for the Fraser Industries Union Employees 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fraser Industries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Fraser Industries.
I left Fraser Industries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fraser Industries, (715) 394-7787) or the recordkeeper, Ascensus LLC. The Fraser Industries old 401(k) page lists the contacts from every plan filing. Find an old Fraser Industries 401(k)
Data from the public Form 5500 annual reports Fraser Industries filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fraser Industries. Not financial advice. Report a correction · Methodology