# The Franklin Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-franklin-group-inc-plan-001

> The Franklin Group, INC.'s 401(k) plan: 623 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — SERVICE PROVIDER

- [EIDE BAILLY, LLP](https://planprovider.pro/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|

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