# Franchise Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/franchise-group-inc-401k-plan

> Franchise Group, INC.'s 401(k) plan: 13,300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Franchise Group, INC.

- **Sponsor EIN:** 273561876

- **Sponsor Address:** 109 INNOVATION COURT, SUITE J, DELAWARE, OH, 43015

- **Plan Type:** 401(k)

- **Total Participants:** 13,300

- **Total Assets:** $149.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|13,300|$149.3M|$0|$9.1M|

| 2023|11,705|$159.1M|$0|$11.3M|

| 2022|12,555|$140.7M|$0|$12.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CARON AND BLETZER PLLC|Auditor|$18,500|—|$18,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON AND BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,500

- **Estimated Expense Ratio:** 0.012% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$340,395|$66,762|$600|$18,500|—|

| 2023|$367,887|$100,850|$1,500|$15,185|—|

| 2022|$468,443|—|—|—|—|

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