How big is Franklin West, Inc.'s plan?

Franklin West, Inc.'s plan reported $8.0M in assets and 13 participants for 2023.

Original filing (PDF)20250122093050NAL0008662930001

Franklin West, Inc.

Name: Franklin West, Inc. — Franklin West, Inc. Profit, Form 5500 (2023)
Creator: Franklin West, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Franklin West, Inc. Profit Sharing Plan

401(k) retirement plan · Franklin West, Inc.'s Franklin West, Inc. Profit Sharing Plan held $8.0M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan identifiers

Franklin West, Inc.'s EIN is 25-1152529.

EIN 25-1152529

Plan number 001

Plan year 2023

ACK ID 20250122093050NAL0008662930001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Franklin West, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Franklin West, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

FRANKLIN WEST, INC.

EIN

all filings

Address

272 SHADY AVENUE · PITTSBURGH, PA · 15206

Phone

(412) 661-1151

Industry

Real Estate

Plan administrator