# Franklin Loan Center 401(k) Plan
Source: https://planprovider.pro/companies/franklin-loan-center-401k-plan

> Franklin Loan Center's 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Franklin Loan Center

- **Sponsor EIN:** 330397503

- **Sponsor Address:** 44800 VILLAGE CT, PALM DESERT, CA, 922603811

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

- **Total Participants:** 147

- **Total Assets:** $9.7M

## 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|147|$9.7M|$175,802|$743,494|

| 2023|138|$8.7M|$224,639|$756,660|

| 2022|137|$8.3M|$234,519|$962,905|

## 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|

| CAMBALIZA MCGEE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$21,629|$5,679|$3,100|—|—|

| 2023|$56,882|—|$1,000|—|—|

| 2022|$107,830|$26,037|$40,154|—|—|

## Similar Plans

- [Mountain West Financial, INC.](https://planprovider.pro/companies/mountain-west-financial-inc-401k-plan) — 149 participants

- [Amwest Funding Corp.](https://planprovider.pro/companies/amwest-funding-corp-401k-plan) — 128 participants

- [Century Housing Corporation](https://planprovider.pro/companies/century-housing-corporation-403b-plan) — 122 participants

- [Jmj Financial](https://planprovider.pro/companies/jmj-financial-401k-plan) — 117 participants

- [Watermark Capital INC](https://planprovider.pro/companies/watermark-capital-inc-401k-plan) — 102 participants

- [Anchor Loans, LP](https://planprovider.pro/companies/anchor-loans-lp-401k-plan) — 199 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/franklin-loan-center-401k-plan)

© 2026 PlanProvider.Pro