Original filing (PDF)20250826175906NAL0004588883001

THE FRANKLIN GROUP, INC.

Name: THE FRANKLIN GROUP, INC. — THE FRANKLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, Form 5500 (2024)
Creator: THE FRANKLIN GROUP, INC.

Form 5500

FILING_RECEIVED

THE FRANKLIN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Defined-contribution retirement plan

Signals · 2

96% in single holdingNo recordkeeper disclosed

Active participants

499

Accounts w/ balance

665

Plan assets (EOY)

$90.2M

Net assets (EOY)

$81.2M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FRANKLIN GROUP, INC..

Plan sponsor

Name

THE FRANKLIN GROUP, INC.

EIN

26-1690029

Address

9222 BARNES DRIVE · BOISE, ID · 83709

Phone

(208) 514-2200

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3F · Sponsor used leased employees

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $90.2M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	stock; no par value	—	—	$14.4M	$86.3M	95.7%
	Goldman Sachs Financial Square Government Fund Institutional Shares Mutual Funds	—	—	$3.9M	$3.9M	4.3%

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