Civic Intelligence

The Fragasso Group Inc.

Plan context: The Fragasso Financial Advisors Inc. Employee Stock Ownership Plan

EIN 25-1773014 • Sewickley, PA • 34 filings • 8 plans

2200 Georgetown Drive Suite 302Sewickley, PA 51431
Current Snapshot

Latest Year

2024

2024 Participants

54

2024 Assets

$32,024,671

2024 Contributions

$1,967,496

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$32,024,671$16,012,336$0200020132024YearValue
$32,024,671Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

63320200020122024YearValue
54Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024254$32,024,671$1,967,496$36,435iApproximate average salary by contribution assumption: employee only about $910,878 at 4% or $607,252 at 6%; with 50% employer match about $607,252 at 4% or $404,835 at 6%; with 100% employer match about $455,439 at 4% or $303,626 at 6%.
The Fragasso Financial Advisors Inc. Employee Stock Ownership Plan-39$17,381,542$619,554$15,886iApproximate average salary by contribution assumption: employee only about $397,150 at 4% or $264,767 at 6%; with 50% employer match about $264,767 at 4% or $176,511 at 6%; with 100% employer match about $198,575 at 4% or $132,383 at 6%.
The Fragasso Group Inc 401(K) Plan-54$14,643,129$1,347,942$24,962iApproximate average salary by contribution assumption: employee only about $624,047 at 4% or $416,031 at 6%; with 50% employer match about $416,031 at 4% or $277,354 at 6%; with 100% employer match about $312,024 at 4% or $208,016 at 6%.
2023249$25,449,194$1,912,705$39,035iApproximate average salary by contribution assumption: employee only about $975,870 at 4% or $650,580 at 6%; with 50% employer match about $650,580 at 4% or $433,720 at 6%; with 100% employer match about $487,935 at 4% or $325,290 at 6%.
The Fragasso Financial Advisors Inc. Employee Stock Ownership Plan-38$13,538,140$759,458$19,986iApproximate average salary by contribution assumption: employee only about $499,643 at 4% or $333,096 at 6%; with 50% employer match about $333,096 at 4% or $222,064 at 6%; with 100% employer match about $249,822 at 4% or $166,548 at 6%.
The Fragasso Group Inc 401(K) Plan-49$11,911,054$1,153,247$23,536iApproximate average salary by contribution assumption: employee only about $588,391 at 4% or $392,261 at 6%; with 50% employer match about $392,261 at 4% or $261,507 at 6%; with 100% employer match about $294,196 at 4% or $196,130 at 6%.
2022248$19,950,908$953,123$19,857iApproximate average salary by contribution assumption: employee only about $496,418 at 4% or $330,945 at 6%; with 50% employer match about $330,945 at 4% or $220,630 at 6%; with 100% employer match about $248,209 at 4% or $165,473 at 6%.
The Fragasso Financial Advisors Inc. Employee Stock Ownership Plan-39$10,989,331--
The Fragasso Group Inc 401(K) Plan-48$8,961,577$953,123$19,857iApproximate average salary by contribution assumption: employee only about $496,418 at 4% or $330,945 at 6%; with 50% employer match about $330,945 at 4% or $220,630 at 6%; with 100% employer match about $248,209 at 4% or $165,473 at 6%.
2021249$14,884,918$1,455,993$29,714iApproximate average salary by contribution assumption: employee only about $742,854 at 4% or $495,236 at 6%; with 50% employer match about $495,236 at 4% or $330,157 at 6%; with 100% employer match about $371,427 at 4% or $247,618 at 6%.
The Fragasso Group Inc 401(K) Plan-49$10,497,061$831,901$16,978iApproximate average salary by contribution assumption: employee only about $424,439 at 4% or $282,960 at 6%; with 50% employer match about $282,960 at 4% or $188,640 at 6%; with 100% employer match about $212,220 at 4% or $141,480 at 6%.
The Fragasso Financial Advisors Inc. Employee Stock Ownership Plan-40$4,387,857$624,092$15,602iApproximate average salary by contribution assumption: employee only about $390,058 at 4% or $260,038 at 6%; with 50% employer match about $260,038 at 4% or $173,359 at 6%; with 100% employer match about $195,029 at 4% or $130,019 at 6%.
2020252$12,150,884$1,205,274$23,178iApproximate average salary by contribution assumption: employee only about $579,459 at 4% or $386,306 at 6%; with 50% employer match about $386,306 at 4% or $257,537 at 6%; with 100% employer match about $289,729 at 4% or $193,153 at 6%.
The Fragasso Group Inc 401(K) Plan-52$8,423,014$731,479$14,067iApproximate average salary by contribution assumption: employee only about $351,673 at 4% or $234,448 at 6%; with 50% employer match about $234,448 at 4% or $156,299 at 6%; with 100% employer match about $175,836 at 4% or $117,224 at 6%.
The Fragasso Financial Advisors Inc. Employee Stock Ownership Plan-39$3,727,870$473,795$12,149iApproximate average salary by contribution assumption: employee only about $303,715 at 4% or $202,476 at 6%; with 50% employer match about $202,476 at 4% or $134,984 at 6%; with 100% employer match about $151,857 at 4% or $101,238 at 6%.
2019252$11,038,663$1,164,199$22,388iApproximate average salary by contribution assumption: employee only about $559,711 at 4% or $373,141 at 6%; with 50% employer match about $373,141 at 4% or $248,760 at 6%; with 100% employer match about $279,856 at 4% or $186,570 at 6%.
The Fragasso Group Inc 401(K) Plan-52$7,663,388$703,941$13,537iApproximate average salary by contribution assumption: employee only about $338,433 at 4% or $225,622 at 6%; with 50% employer match about $225,622 at 4% or $150,415 at 6%; with 100% employer match about $169,217 at 4% or $112,811 at 6%.
The Fragasso Financial Advisors Inc. Employee Stock Ownership Plan-38$3,375,275$460,258$12,112iApproximate average salary by contribution assumption: employee only about $302,801 at 4% or $201,868 at 6%; with 50% employer match about $201,868 at 4% or $134,578 at 6%; with 100% employer match about $151,401 at 4% or $100,934 at 6%.
2018242$10,266,530$1,188,109$28,288iApproximate average salary by contribution assumption: employee only about $707,208 at 4% or $471,472 at 6%; with 50% employer match about $471,472 at 4% or $314,315 at 6%; with 100% employer match about $353,604 at 4% or $235,736 at 6%.
The Fragasso Group Inc 401(K) Plan-26$7,078,101$710,367$27,322iApproximate average salary by contribution assumption: employee only about $683,045 at 4% or $455,363 at 6%; with 50% employer match about $455,363 at 4% or $303,576 at 6%; with 100% employer match about $341,523 at 4% or $227,682 at 6%.
The Fragasso Financial Advisors Inc. Employee Stock Ownership Plan-42$3,188,429$477,742$11,375iApproximate average salary by contribution assumption: employee only about $284,370 at 4% or $189,580 at 6%; with 50% employer match about $189,580 at 4% or $126,387 at 6%; with 100% employer match about $142,185 at 4% or $94,790 at 6%.
2017263$10,973,845$1,196,270$18,988iApproximate average salary by contribution assumption: employee only about $474,710 at 4% or $316,474 at 6%; with 50% employer match about $316,474 at 4% or $210,982 at 6%; with 100% employer match about $237,355 at 4% or $158,237 at 6%.
The Fragasso Group Inc 401(K) Plan-63$7,381,589$719,895$11,427iApproximate average salary by contribution assumption: employee only about $285,673 at 4% or $190,448 at 6%; with 50% employer match about $190,448 at 4% or $126,966 at 6%; with 100% employer match about $142,836 at 4% or $95,224 at 6%.
The Fragasso Financial Advisors Inc. Employee Stock Ownership Plan-31$3,592,256$476,375$15,367iApproximate average salary by contribution assumption: employee only about $384,173 at 4% or $256,116 at 6%; with 50% employer match about $256,116 at 4% or $170,744 at 6%; with 100% employer match about $192,087 at 4% or $128,058 at 6%.
2016256$8,190,414$1,253,077$22,376iApproximate average salary by contribution assumption: employee only about $559,409 at 4% or $372,940 at 6%; with 50% employer match about $372,940 at 4% or $248,626 at 6%; with 100% employer match about $279,705 at 4% or $186,470 at 6%.
The Fragasso Group Inc 401(K) Plan-56$6,253,573$944,776$16,871iApproximate average salary by contribution assumption: employee only about $421,775 at 4% or $281,183 at 6%; with 50% employer match about $281,183 at 4% or $187,456 at 6%; with 100% employer match about $210,888 at 4% or $140,592 at 6%.
The Fragasso Financial Advisors Inc. Employee Stock Ownership Plan-35$1,936,841$308,301$8,809iApproximate average salary by contribution assumption: employee only about $220,215 at 4% or $146,810 at 6%; with 50% employer match about $146,810 at 4% or $97,873 at 6%; with 100% employer match about $110,108 at 4% or $73,405 at 6%.
2015151$5,711,370$544,381$10,674iApproximate average salary by contribution assumption: employee only about $266,853 at 4% or $177,902 at 6%; with 50% employer match about $177,902 at 4% or $118,602 at 6%; with 100% employer match about $133,427 at 4% or $88,951 at 6%.
The Fragasso Group Inc 401(K) Plan-51$5,711,370$544,381$10,674iApproximate average salary by contribution assumption: employee only about $266,853 at 4% or $177,902 at 6%; with 50% employer match about $177,902 at 4% or $118,602 at 6%; with 100% employer match about $133,427 at 4% or $88,951 at 6%.
2014146$6,849,760$512,524$11,142iApproximate average salary by contribution assumption: employee only about $278,546 at 4% or $185,697 at 6%; with 50% employer match about $185,697 at 4% or $123,798 at 6%; with 100% employer match about $139,273 at 4% or $92,849 at 6%.
The Fragasso Group Inc 401(K) Plan-46$6,849,760$512,524$11,142iApproximate average salary by contribution assumption: employee only about $278,546 at 4% or $185,697 at 6%; with 50% employer match about $185,697 at 4% or $123,798 at 6%; with 100% employer match about $139,273 at 4% or $92,849 at 6%.
2013140$6,475,231$978,986$24,475iApproximate average salary by contribution assumption: employee only about $611,866 at 4% or $407,911 at 6%; with 50% employer match about $407,911 at 4% or $271,941 at 6%; with 100% employer match about $305,933 at 4% or $203,955 at 6%.
The Fragasso Group Inc 401(K) Plan-40$6,475,231$978,986$24,475iApproximate average salary by contribution assumption: employee only about $611,866 at 4% or $407,911 at 6%; with 50% employer match about $407,911 at 4% or $271,941 at 6%; with 100% employer match about $305,933 at 4% or $203,955 at 6%.
2012131$4,364,524$370,938$11,966iApproximate average salary by contribution assumption: employee only about $299,144 at 4% or $199,429 at 6%; with 50% employer match about $199,429 at 4% or $132,953 at 6%; with 100% employer match about $149,572 at 4% or $99,715 at 6%.
The Fragasso Group Inc 401(K) Plan-31$4,364,524$370,938$11,966iApproximate average salary by contribution assumption: employee only about $299,144 at 4% or $199,429 at 6%; with 50% employer match about $199,429 at 4% or $132,953 at 6%; with 100% employer match about $149,572 at 4% or $99,715 at 6%.
2011129$3,514,963$390,009$13,449iApproximate average salary by contribution assumption: employee only about $336,215 at 4% or $224,143 at 6%; with 50% employer match about $224,143 at 4% or $149,429 at 6%; with 100% employer match about $168,107 at 4% or $112,072 at 6%.
The Fragasso Group Inc 401(K) Plan-29$3,514,963$390,009$13,449iApproximate average salary by contribution assumption: employee only about $336,215 at 4% or $224,143 at 6%; with 50% employer match about $224,143 at 4% or $149,429 at 6%; with 100% employer match about $168,107 at 4% or $112,072 at 6%.
2010131$3,424,925$412,122$13,294iApproximate average salary by contribution assumption: employee only about $332,356 at 4% or $221,571 at 6%; with 50% employer match about $221,571 at 4% or $147,714 at 6%; with 100% employer match about $166,178 at 4% or $110,785 at 6%.
The Fragasso Group Inc 401(K) Plan-31$3,424,925$412,122$13,294iApproximate average salary by contribution assumption: employee only about $332,356 at 4% or $221,571 at 6%; with 50% employer match about $221,571 at 4% or $147,714 at 6%; with 100% employer match about $166,178 at 4% or $110,785 at 6%.
2009133$2,820,920$474,425$14,377iApproximate average salary by contribution assumption: employee only about $359,413 at 4% or $239,609 at 6%; with 50% employer match about $239,609 at 4% or $159,739 at 6%; with 100% employer match about $179,706 at 4% or $119,804 at 6%.
The Fragasso Group Inc 401(K) Plan-33$2,820,920$474,425$14,377iApproximate average salary by contribution assumption: employee only about $359,413 at 4% or $239,609 at 6%; with 50% employer match about $239,609 at 4% or $159,739 at 6%; with 100% employer match about $179,706 at 4% or $119,804 at 6%.
2008128$1,709,750$346,349$12,370iApproximate average salary by contribution assumption: employee only about $309,240 at 4% or $206,160 at 6%; with 50% employer match about $206,160 at 4% or $137,440 at 6%; with 100% employer match about $154,620 at 4% or $103,080 at 6%.
The Fragasso Group Inc 401(K) Plan-28$1,709,750$346,349$12,370iApproximate average salary by contribution assumption: employee only about $309,240 at 4% or $206,160 at 6%; with 50% employer match about $206,160 at 4% or $137,440 at 6%; with 100% employer match about $154,620 at 4% or $103,080 at 6%.
2007126$2,345,007$351,093$13,504iApproximate average salary by contribution assumption: employee only about $337,589 at 4% or $225,060 at 6%; with 50% employer match about $225,060 at 4% or $150,040 at 6%; with 100% employer match about $168,795 at 4% or $112,530 at 6%.
The Fragasso Group Inc 401(K) Plan-26$2,345,007$351,093$13,504iApproximate average salary by contribution assumption: employee only about $337,589 at 4% or $225,060 at 6%; with 50% employer match about $225,060 at 4% or $150,040 at 6%; with 100% employer match about $168,795 at 4% or $112,530 at 6%.
2006125$1,787,998$381,574$15,263iApproximate average salary by contribution assumption: employee only about $381,574 at 4% or $254,383 at 6%; with 50% employer match about $254,383 at 4% or $169,588 at 6%; with 100% employer match about $190,787 at 4% or $127,191 at 6%.
The Fragasso Group Inc 401(K) Plan-25$1,787,998$381,574$15,263iApproximate average salary by contribution assumption: employee only about $381,574 at 4% or $254,383 at 6%; with 50% employer match about $254,383 at 4% or $169,588 at 6%; with 100% employer match about $190,787 at 4% or $127,191 at 6%.
2005122$1,240,919$242,422$11,019iApproximate average salary by contribution assumption: employee only about $275,480 at 4% or $183,653 at 6%; with 50% employer match about $183,653 at 4% or $122,435 at 6%; with 100% employer match about $137,740 at 4% or $91,827 at 6%.
The Fragasso Group Inc 401(K) Plan-22$1,240,919$242,422$11,019iApproximate average salary by contribution assumption: employee only about $275,480 at 4% or $183,653 at 6%; with 50% employer match about $183,653 at 4% or $122,435 at 6%; with 100% employer match about $137,740 at 4% or $91,827 at 6%.
2004123$1,064,682$200,941$8,737iApproximate average salary by contribution assumption: employee only about $218,414 at 4% or $145,609 at 6%; with 50% employer match about $145,609 at 4% or $97,073 at 6%; with 100% employer match about $109,207 at 4% or $72,805 at 6%.
The Fragasso Group Inc 401(K) Plan-23$1,064,682$200,941$8,737iApproximate average salary by contribution assumption: employee only about $218,414 at 4% or $145,609 at 6%; with 50% employer match about $145,609 at 4% or $97,073 at 6%; with 100% employer match about $109,207 at 4% or $72,805 at 6%.
2003122$790,573$142,166$6,462iApproximate average salary by contribution assumption: employee only about $161,552 at 4% or $107,702 at 6%; with 50% employer match about $107,702 at 4% or $71,801 at 6%; with 100% employer match about $80,776 at 4% or $53,851 at 6%.
The Fragasso Group Inc 401(K) Plan-22$790,573$142,166$6,462iApproximate average salary by contribution assumption: employee only about $161,552 at 4% or $107,702 at 6%; with 50% employer match about $107,702 at 4% or $71,801 at 6%; with 100% employer match about $80,776 at 4% or $53,851 at 6%.
2002128$579,767$170,551$6,091iApproximate average salary by contribution assumption: employee only about $152,278 at 4% or $101,518 at 6%; with 50% employer match about $101,518 at 4% or $67,679 at 6%; with 100% employer match about $76,139 at 4% or $50,759 at 6%.
The Fragasso Group Inc 401(K) Plan-28$579,767$170,551$6,091iApproximate average salary by contribution assumption: employee only about $152,278 at 4% or $101,518 at 6%; with 50% employer match about $101,518 at 4% or $67,679 at 6%; with 100% employer match about $76,139 at 4% or $50,759 at 6%.
2001124$0$0-
The Fragasso Group Inc 401(K) Plan-24---
2000125$505,344$167,258$6,690iApproximate average salary by contribution assumption: employee only about $167,258 at 4% or $111,505 at 6%; with 50% employer match about $111,505 at 4% or $74,337 at 6%; with 100% employer match about $83,629 at 4% or $55,753 at 6%.
The Fragasso Group Inc 401(K) Plan-25$505,344$167,258$6,690iApproximate average salary by contribution assumption: employee only about $167,258 at 4% or $111,505 at 6%; with 50% employer match about $111,505 at 4% or $74,337 at 6%; with 100% employer match about $83,629 at 4% or $55,753 at 6%.