Plan Snapshot
- Plan Sponsor: Franklin University
- Sponsor EIN: 310707369
- Sponsor Address: 201 SOUTH GRANT AVENUE, COLUMBUS, OH, 43215
- Plan Type: 403(b)
- Total Participants: 548
- Total Assets: $114.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 548 | $114.3M | $3.3M | $1.7M |
| 2023 | 537 | $102.0M | $3.1M | $1.5M |
| 2022 | 522 | $88.9M | $3.0M | $1.5M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $213,452 | $122,774 | $90,678 | — | — |
| 2023 | $175,152 | $101,051 | $74,101 | — | — |
| 2022 | $139,188 | $94,614 | $44,574 | — | — |