Plan Snapshot
- Plan Sponsor: Franklin Exeter, INC.
- Sponsor EIN: 463640464
- Sponsor Address: 222 INTERNATIONAL DR STE 135, PORTSMOUTH, NH, 03801
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $2.0M | $8,334 | $15,728 |
| 2023 | 12 | $2.0M | $11,531 | $75,477 |
| 2022 | 8 | $529,254 | $8,589 | $64,206 |
| 2020 | 10 | $494,519 | $37,245 | $60,670 |
| 2017 | 5 | $239,849 | $0 | $0 |