Andrew McClement signed Franklin Savings Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Franklin Savings Bank's EIN is 01-0072660.
Download the official 2024 Form 5500 (PDF) for Franklin Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Franklin Savings Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | FLORHAM PARK, NJ | ADVISOR | $0 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $1.3M | 11.5% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.0% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.1M | 9.6% | |
| MFS VALUE FUND - R2 | Registered Investment Companies | — | — | $1.1M | 9.1% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $726K | 6.2% | |
| FIDELITY ADVISOR LEV CO STK M | Registered Investment Companies | — | — | $697K | 6.0% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $675K | 5.8% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $612K | 5.3% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $525K | 4.5% | |
| NEUBERGER BERMAN GENESIS - ADV | Registered Investment Companies | — | — | $461K | 4.0% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $454K | 3.9% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $448K | 3.9% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $331K | 2.8% | |
| COL SELIGMAN TECH AND INFO A | Registered Investment Companies | — | — | $287K | 2.5% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $221K | 1.9% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $211K | 1.8% | |
| HARTFORD INTERNATIONAL OPP R4 | Registered Investment Companies | — | — | $146K | 1.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $131K | 1.1% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $129K | 1.1% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $125K | 1.1% | |
| BLK HEALTH SCI OPPORT PORT - A | Registered Investment Companies | — | — | $115K | 1.0% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $89K | 0.8% | |
| MACQUARIE SYST EMMKTS EQ A | Registered Investment Companies | — | — | $86K | 0.7% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $80K | 0.7% | |
| PGIM JENN NATURAL RESOURCES A | Registered Investment Companies | — | — | $75K | 0.6% | |
| FRANKLIN UTILITIES FUND A1 | Registered Investment Companies | — | — | $28K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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