How big is Franklin Wealth Management, LLC's plan?

Franklin Wealth Management, LLC's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20251014115007NAL0001332115001

Franklin Wealth Management, LLC

Name: Franklin Wealth Management, LLC — Franklin Wealth, Form 5500 (2024)
Creator: Franklin Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Franklin Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Franklin Wealth Management, LLC's Franklin Wealth Management, LLC 401(k) Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Franklin Wealth Management, LLC's EIN is 27-2574201.

EIN 27-2574201

Plan number 001

Plan year 2024

ACK ID 20251014115007NAL0001332115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Franklin Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Franklin Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANKLIN WEALTH MANAGEMENT, LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

FRANKLIN WEALTH MANAGEMENT, LLC

EIN

all filings

Address

4700 HIXSON PIKE · HIXSON, TN · 37343

Phone

(423) 870-2140

Industry

Finance & Insurance

Plan administrator