Francke & Associates, INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Francke & Associates, INC.
  • Sponsor EIN: 261853421
  • Sponsor Address: 4280 JUBILO DRIVE, TARZANA, CA, 91356
  • Plan Type: DB
  • Total Participants: 2
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$1.5M$270,000$0
20232$1.1M$270,000$0
20222$954,317$270,000$0

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