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Original filing (PDF)20251014183100NAL0004718848004
THE FRANKLIN ACADEMY INC.
Form 5500
FILING_RECEIVED
THE FRANKLIN ACADEMY DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
38% in single holding
Active participants
99
Accounts w/ balance
125
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Nuveen Lifecycle 2040-Rtmt 67,507" is 38% of plan.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FRANKLIN ACADEMY INC..
Plan sponsor
Name
THE FRANKLIN ACADEMY INC.
EIN
22-3843855
Address
140 RIVER RD. · EAST HADDAM, CT · 064231403
Phone
(860) 873-2700
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | NONE | $5K | — |
Investments
23 direct securities · 1 pooled fund· $3.1M(100% of reported assets)
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.
Uncategorized
$3.0M
23 holdings
Pooled Separate Account
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle 2040-Rtmt 67,507 | — | — | — | $1.2M | 38.2% | |
| Nuveen Lifecycle 2030-Rtmt 20,206 | — | — | — | $305K | 9.9% | |
| Nuveen Lifecycle 2025-Rtmt 20,081 | — | — | — | $284K | 9.2% | |
| Nuveeen Lifecycle 2035-Rtmt 14,752 | — | — | — | $240K | 7.8% | |
| TIAA Traditional Annuity | — | — | — | $209K | 6.8% | |
| Nuveen Lifecycle 2020-Rtmt 14,863 | — | — | — | $197K | 6.4% | |
| CREF Stock R1 148 | — | — | — | $132K | 4.3% | |
| CREF Core Bond R1 648 | — | — | — | $85K | 2.8% | |
| Nuveen Lg-Cap Val-Rtmt 2,916 | — | — | — | $64K | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $62K | 2.0% | |
| Nuveen Intl Eq-Rtmt 3,254 | — | — | — | $45K | 1.5% | |
| Nuveen Mid Cap Val-Rtmt 2,338 | — | — | — | $41K | 1.3% | |
| CREF Globl Equities 111 | — | — | — | $38K | 1.2% | |
| Nuveen Qt Sml Cap Eq Rtmt 1,802 | — | — | — | $32K | 1.0% | |
| CREF Equity Index R1 58 | — | — | — | $29K | 1.0% | |
| CREF Money Market 1 ** 36 * CREF Social Choice 77 | — | — | — | $28K | 0.9% | |
| Nuveen Lifecycle 2010-Rtmt 1,662 | — | — | — | $21K | 0.7% | |
| Nuveen Lifecycle 2015-Rtmt 1,396 | — | — | — | $17K | 0.6% | |
| CREF Inflation-Linked Bond R1 181 | — | — | — | $15K | 0.5% | |
| Nuveen Lifecycle 2060-Rtmt 912 | — | — | — | $14K | 0.4% | |
| CREF Growth R1 26 | — | — | — | $13K | 0.4% | |
| Nuveen Mid Cap Gr-Rtmt 600 | — | — | — | $12K | 0.4% | |
| Nuveen Lifecycle 2045-Rtmt 753 | — | — | — | $10K | 0.3% | |
| Nuveen Lifecycle 2055-Rtmt 584 | — | — | — | $10K | 0.3% |