Franklin Management Systems, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Franklin Management Systems, INC.
  • Sponsor EIN: 043304188
  • Sponsor Address: 1807H SANTA RITA ROAD, #225, PLEASANTON, CA, 94566
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $1.1M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$1.1M$5,660$38,291
20234$1.1M$0$31,223
20225$1.0M$7,615$22,195
20205$944,842$1,520$9,905

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