What public Form 5500 filings show about the Franklin Covey Co. 401(k) plan — and how to find and check your own account.
Franklin Covey Co. (EIN 87-0401551) reports FRANKLIN COVEY CO. 401(K) PLAN on its most recent Form 5500, with $139.5M in plan assets across 918 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Franklin Covey Co. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Franklin Covey Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JDGLENN & ASSOCIATES PC, DRIVE WEALTH ADVISORS, RASMUSON & PC.
