What public Form 5500 filings show about the Franklin Monroe Administrative Services, LLC 401(k) plan — and how to find and check your own account.
Franklin Monroe Administrative Services, LLC (EIN 46-1622029) reports FRANKLIN MONROE RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $19.5M in plan assets across 114 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 Monroe Administrative Services, LLC filing — schedules, fees, and providers.
Franklin Monroe Administrative Services, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Franklin Monroe Administrative Services, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
