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  1. Companies/
  2. Fraser Industries & Affiliated Companies
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Fraser Industries & Affiliated Companies

EIN 27-1970821-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$14.8M assets
Health & Benefits
1
$585K premiums
Participants
414
1 CLOUGH AVE - SUPERIOR, WI 54880715-390-4122
Plans on this EIN
3 filings
#001401(k)-$10.8M - 107 part#002401(k)-$3.9M - 157 part#501Mixed-$585K - 162 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $14.8M assets / 264 participants

Assets by plan

Share of aggregate retirement assets

  • AFFILIATED COMPANIES 401K (#001)$10.8M
  • UNION EMPLOYEES 401(K) (#002)$3.9M
Total $14.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$10.8M
  • ASCENSUS LLC$3.9M
Total $14.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES 401(K) (#002)157
  • AFFILIATED COMPANIES 401K (#001)107
Total 264Select a row to open it

Benefits portfolio analytics

1 plan / $585K premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$493K
  • Life$83K
  • Short-term disability$83K
  • Long-term disability$83K
  • Other$83K
  • Vision$9K
Total $585K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

FRASER INDUSTRIES & AFFILIATED COMPANIES 401K

401(k)

Assets$10.8M
Participants107
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

FRASER INDUSTRIES UNION EMPLOYEES 401(K)

401(k)

Assets$3.9M
Participants157
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

FRASER INDUSTRIES FLEXIBLE BENEFITS PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$585K
Covered lives162
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FRASER INDUSTRIES & AFFILIATED COMPANIES 401K401(k)$10.8M1072025
#002FRASER INDUSTRIES UNION EMPLOYEES 401(K)401(k)$3.9M1572025
  • FRASER INDUSTRIES & AFFILIATED COMPANIES 401K$10.8M
    #001 · 401(k) · 2025107
  • FRASER INDUSTRIES UNION EMPLOYEES 401(K)$3.9M
    #002 · 401(k) · 2025157

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FRASER INDUSTRIES FLEXIBLE BENEFITS PLANMixedMEDICA INSURANCE COMPANY$585K1622025
  • FRASER INDUSTRIES FLEXIBLE BENEFITS PLAN$585K
    #501 · Mixed · MEDICA INSURANCE COMPANY · 2025162
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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