Original filing (PDF)20250905153301NAL0029239008001

FRANKLIN & HAMILTON CAPITAL MANAGEMENT LLC

Name: FRANKLIN & HAMILTON CAPITAL MANAGEMENT LLC — FRANKLIN & HAMILTON CAPITAL MANAGEMENT, L.L.C. 401(K) PLAN, Form 5500 (2024)
Creator: FRANKLIN & HAMILTON CAPITAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

FRANKLIN & HAMILTON CAPITAL MANAGEMENT, L.L.C. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

134

Accounts w/ balance

150

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANKLIN & HAMILTON CAPITAL MANAGEMENT LLC.

Plan sponsor

Name

FRANKLIN & HAMILTON CAPITAL MANAGEMENT LLC

EIN

22-3569802

Address

7 N WILLOW ST., STE 8B · MONTCLAIR, NJ · 07042

Phone

(973) 783-4488

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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