Aaron Price signed The Franklin Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Franklin Group, Inc.'s EIN is 26-1690029.
Download the official 2024 Form 5500 (PDF) for The Franklin Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Franklin Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 61-1381380 | LEXINGTON, KY | SERVICE PROVIDER | $73K | — |
| THE ASSET CONSULTING GROUP | 82-0513236 | BOISE, ID | SERVICE PROVIDER | $46K | — |
| PINNACLE PENSION SERVICES, INC. | 82-0433443 | BOISE, ID | SERVICE PROVIDER | $19K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | BOISE, ID | SERVICE PROVIDER |
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 | |||||
|---|---|---|---|---|---|---|
| METLIFE UTC STABLE VALUE FUND AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $3.6M | 20.1% | |
| Vanguard 500 Index Fund-Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $3.5M | 19.4% | |
| Dodge & Cox Income Fund Mutual Fund N/A | Mutual Funds | — | — | $2.6M | 14.6% | |
| Vanguard Value Index-Admiral Mutual Fund N/A | Mutual Funds | — | — | $2.4M | 13.4% | |
| DFA International Core Equity I Mutual Fund N/A | Mutual Funds | — | — | $946K | 5.3% | |
| MFS Growth R6 Mutual Fund N/A | Mutual Funds | — | — | $786K | 4.4% | |
| Vanguard Mid Cap Index-Admiral Mutual Fund N/A | Mutual Funds | — | — | $699K | 3.9% | |
| Schwab Fdmtl Intl Equity Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $632K | 3.5% | |
| DFA U.S. Vector Equity Mutual Fund N/A | Mutual Funds | — | — | $514K | 2.9% | |
| UTC WPSS TARGET RISK - MOD II AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | — | — | $497K | 2.8% | |
| American Funds US Government Sec R6 Mutual Fund N/A | Mutual Funds | — | — | $436K | 2.4% | |
| DFA US Small Cap I Mutual Fund N/A | Mutual Funds | — | — | $351K | 2.0% | |
| American Funds New World R6 Mutual Fund N/A | Mutual Funds | — | — | $325K | 1.8% | |
| DFA US Targeted Value Mutual Fund N/A | Mutual Funds | — | — | $206K | 1.2% | |
| T. Rowe Price Diversified Mid Cap Growth Mutual Fund N/A | Other securities | — | — | $190K | 1.1% | |
| Notes receivable from participants Maturing 2025 - 2028 at interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $178K | 1.0% | |
| DFA Real Estate Securities I Mutual Fund N/A | Mutual Funds | — | — | $44K | 0.2% | |
| Vanguard Commodity Strategy Fund A Mutual Fund N/A 60 Vanguard Explorer Adm Mutual Fund N/A | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $9K |
| — |
