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

Franklin Heritage, Inc.'s plan reported $117K in assets and 12 participants for 2025.

Original filing (PDF)20260324081920NAL0003440531001

Franklin Heritage, Inc.

Name: Franklin Heritage, Inc. — FHI 401(k) Plan, Form 5500 (2025)
Creator: Franklin Heritage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FHI 401(k) Plan

401(k) retirement plan · Franklin Heritage, Inc.'s FHI 401(k) Plan held $117K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

People on this filing

BETH Guerrettaz signed Franklin Heritage, Inc.'s 2025 Form 5500 as plan administrator.

BETH Guerrettaz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Franklin Heritage, Inc.'s EIN is 31-1109732.

EIN 31-1109732

Plan number 001

Plan year 2025

ACK ID 20260324081920NAL0003440531001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Franklin Heritage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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