# Franchise Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/franchise-management-llc-401k-plan

> Franchise Management, LLC's 401(k) plan: 1,043 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Franchise Management, LLC

- **Sponsor EIN:** 832655438

- **Sponsor Address:** P.O. BOX 66, FLORENCE, KY, 41022

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

- **Total Participants:** 1,043

- **Total Assets:** $4.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,043|$4.8M|$472,436|$566,364|

| 2023|528|$2.8M|$455,200|$375,474|

| 2022|493|$1.9M|$299,517|$357,991|

## 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|

| LATITUDE SERVICE COMPANY, INC.|NONE|$40,633|—|$40,633|

| NORTH AMERICAN KTRADE ALLIANCE, LLC|NONE|$25,379|—|$25,379|

| CETERA ADVISORS, LLC|NONE|$17,166|—|$17,166|

| DGPERRY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTH AMERICAN KTRADE ALLIANCE, LLC](https://planprovider.pro/provider/ktrade) — NONE

- [DGPERRY, PLLC](https://planprovider.pro/provider/dgperry-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,178

- **Estimated Expense Ratio:** 1.750% 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|$83,211|—|$83,211|—|—|

| 2023|$56,059|—|$56,059|—|—|

| 2022|$42,565|—|$42,565|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/franchise-management-llc-401k-plan)

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