FRANKLIN COVEY CO. 401(k) Plan
What public Form 5500 filings show about the FRANKLIN COVEY CO. 401(k) plan — and how to find and check your own account.
The FRANKLIN COVEY CO. 401(k) on its latest Form 5500
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.
Who runs the FRANKLIN COVEY CO. 401(k)?
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, RASMUSON & PC, DRIVE WEALTH ADVISORS.
How to check your FRANKLIN COVEY CO. 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask FRANKLIN COVEY CO. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).