Franklin-Vance-Warren Opportunity, Inc. 401(k) Plan

The Franklin-Vance-Warren Opportunity, Inc. 401(k) on its latest Form 5500

Franklin-Vance-Warren Opportunity, Inc. (EIN 56-0861261) reports FRANKLIN-VANCE-WARREN OPPORTUNITY, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $614K in plan assets across 81 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-Vance-Warren Opportunity, Inc. filing — schedules, fees, and providers.

Who runs the Franklin-Vance-Warren Opportunity, Inc. 401(k)?

Franklin-Vance-Warren Opportunity, Inc.’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-Vance-Warren Opportunity, Inc.HR for the recordkeeper’s name and login.

How to check your Franklin-Vance-Warren Opportunity, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Franklin-Vance-Warren Opportunity, Inc. 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).