Fraley & Company, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 41. Fraley & Company, LLC 401k Plan currently has over 300 active participants and over $4.0M in plan assets.
| Address |
9309 Montgomery Rd
Cincinnati, OH 45242-7701 |
| Industry | Offices of Certified Public Accountants |
| Administrator | James C. Fraley |
| Net Plan Assets | $3,970,000 |
| Total Participants | 350 |
| Avg Account Balance | $11,000 |
| Novogradac & Company LLP | 73.2 |
| Brown, Smith, Wallace, LLC | 71.5 |
| Braver P.C | 68.7 |
| Dana F. Cole & Company, LLP | 63.1 |
| Horwath Consulting | 59.0 |
| Liberty Tax Service | 58.7 |
| 1. | John Hancock Funds II Lifestyle Balanced | 42% |
| 2. | John Hancock Funds II Lifestyle Growth | 21% |
| 3. | John Hancock Funds II Lifestyle Aggressive | 11% |
| Insurance Carrier | John Hancock |
| Corporate Trustee | John Hancock |
| Insurance Advisor/Broker | Multi-Financial Securities Corp. |
| Recordkeeper | John Hancock |

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