How big is Franklin Wealth Management's plan?

Franklin Wealth Management's plan reported $548 in assets and 2 participants for 2024.

Original filing (PDF)20251229132546NAL0017725441001

Franklin Wealth Management

Name: Franklin Wealth Management — Franklin Wealth, Form 5500 (2024)
Creator: Franklin Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Franklin Wealth Management CBS Benefit Plan

Health & welfare plan · Franklin Wealth Management's Franklin Wealth Management CBS Benefit Plan held $548 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$548

Net assets (EOY)

$175

People on this filing

Joseph HSU signed Franklin Wealth Management's 2024 Form 5500 as plan administrator.

Joseph HSU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Franklin Wealth Management's EIN is 20-5584770.

EIN 20-5584770

Plan number 501

Plan year 2024

ACK ID 20251229132546NAL0017725441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Franklin Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Franklin Wealth Management's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANKLIN WEALTH MANAGEMENT.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score