Retirement plan

FRAUSTO MANAGEMENT GROUP 401(K) PLAN

Name: FRAUSTO MANAGEMENT GROUP, INC. - FRAUSTO MANAGEMENT GROUP 401(K) PLAN (2025) Form 5500
Creator: FRAUSTO MANAGEMENT GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRAUSTO MANAGEMENT GROUP 401(K) PLAN, FRAUSTO MANAGEMENT GROUP, INC.

FRAUSTO MANAGEMENT GROUP, INC.EIN 45-5590629Plan #001PY 2025

475 WASHINGTON BLVD - MARINA DEL REY, CA 90292310-496-5706fraustomgmtgroup.comLinkedIn1-10 employeesaccounting

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$391K

+39.5% from 2024

Total participants

+20.0% from 2024

Average account balance

$97,660

+39.5% from 2024

Annual return

20.63%

-0.64 pp from 2024

Benchmarks

See 25,041 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort25,041 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$391K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$98K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.63%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,660

$212,386-54.0%

$199,883-51.1%

$138,895-29.7%

Participation rate

66.7%

87.4%-20.7pp

86.8%-20.1pp

79.9%-13.3pp

Annual return

20.63%

47.75%-27.1pp

43.81%-23.2pp

145.39%-124.8pp

Employer contribution / active EE

$1,460

$6,625-78.0%

$6,261-76.7%

$4,194-65.2%

Participant deferral / active EE

$7,332

$9,617-23.8%

$9,138-19.8%

$6,396+14.6%

Admin fee / account holder

$18,233-100.0%

$17,268-100.0%

$12,562-100.0%

FRAUSTO MANAGEMENT GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FRAUSTO MANAGEMENT GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion