Plan Snapshot
- Plan Sponsor: The Franklin Group, INC.
- Sponsor EIN: 261690029
- Sponsor Address: 9222 W. BARNES, BOISE, ID, 83709
- Plan Type: 401(k)
- Total Participants: 623
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 623 | $17.9M | $0 | $2.2M |
| 2023 | 628 | $16.2M | $0 | $2.1M |
| 2022 | 575 | $16.7M | $0 | $2.1M |
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 |
|---|---|---|---|---|
| AMERICAN TRUST COMPANY | SERVICE PROVIDER | $72,672 | — | $72,672 |
| THE ASSET CONSULTING GROUP | SERVICE PROVIDER | $46,300 | — | $46,300 |
| PINNACLE PENSION SERVICES, INC. | SERVICE PROVIDER | $19,388 | — | $19,388 |
| CLIFTONLARSONALLEN LLP | SERVICE PROVIDER | $9,434 | — | $9,434 |
| EIDE BAILLY, LLP | Auditor | $9,434 | — | $9,434 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — SERVICE PROVIDER
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,228
- Estimated Expense Ratio: 0.880% of plan assets
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 | $147,794 | $62,836 | $30,348 | $9,434 | — |
| 2023 | $173,591 | $60,617 | $52,313 | $15,050 | — |
| 2022 | $151,170 | $47,001 | $92,244 | — | $11,925 |