Original filing (PDF)20260205154732NAL0005311585001

Franklin Logistics LLC

Name: Franklin Logistics LLC — Franklin Logistics LLC, Form 5500 (2025)
Creator: Franklin Logistics LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Franklin Logistics LLC 401(k) Plan

401(k) retirement plan · Franklin Logistics LLC's Franklin Logistics LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Signals · 1

52% employer stock

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Franklin Logistics LLC's EIN is 35-1821968.

EIN 35-1821968

Plan number 001

Plan year 2025

ACK ID 20260205154732NAL0005311585001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Finding similar companies…

How this plan invests

This plan

11 pooled trusts

Schedule D

51 securities

funds · stocks · CUSIPs

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

FRANKLIN LOGISTICS LLC

EIN

all filings

Address

153 SMITH TRANSPORT ROAD · ROARING SPRINGS, PA · 16673

Phone

(814) 224-5155

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-09-04

Filed

2026-02-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERISERV WEALTH & CAPITAL MGMT	—	JOHNSTOWN, PA	TRUSTEE	$9K	—

Investments

51 direct securities · 11 pooled funds· $8.6M

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.

Common Stocks

$4.5M

10 holdings

Other securities

$1.6M

21 holdings

Mutual Funds

$1.2M

15 holdings

Common Collective Trusts

$981K

3 holdings

Bonds / Notes

$327K

1 holding

Agency / Mortgage-Backed

$114K

1 holding

Common Collective Trust

11 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$1.3M Fidelity$741K T. Rowe Price$588K Goldman Sachs$497K Loomis Sayles$234K Eaton Vance / Calvert$180K PIMCO$136K John Hancock$30K Invesco$27K

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					% of plan
AmeriServ Trust & Financial Services Co. Pathroad Balanced Growth and Income	Common Stocks	—	—	$2.0M	23.5%
AmeriServ Trust & Financial Services Co. Pathroad Capital Appreciation and Income	Common Stocks	—	—	$1.6M	18.8%
The Vanguard Group Vanguard Institutional Index Fund	Common Collective Trusts	—	—	$856K	9.9%
Fidelity Investments Fidelity Advisor Growth Opportunities Fd	Mutual Funds	—	—	$627K	7.3%
Goldman Sachs Asset Management Goldman Sachs Fin Sq Govt Fd #465	Other securities	—	—	$487K	5.6%
AmeriServ Trust & Financial Services Co. Pathroad Long Term Equity Growth	Common Stocks	—	—	$344K	4.0%
Participant Notes Receivable Interest Rates Ranging from 5.25% to 10.50%	Bonds / Notes	—	—	$327K	3.8%
Federated Investors Federated Capital Preservation Fund	Other securities	—	—	$263K	3.0%
Natixis Global Asset Management Natixis Loomis Sayles LTD Gov	Common Stocks	—	—	$232K	2.7%
The Vanguard Group Vanguard Equity-Income Admiral	Mutual Funds	—	—	$229K	2.7%
T. Rowe Price T. Rowe Price Retirement 2045 Fund	Other securities	—	—	$193K	2.2%
Calvert Research and Management Equity Fund - I ** 711 Virtus Investment Partners Virtus Kar Sm Cap Growth-I	Other securities	—	—	$180K	2.1%
T. Rowe Price T. Rowe Price Retirement 2030 Fund	Other securities	—	—	$141K	1.6%
PIMCO Funds Pimco GNMA Fund	Agency / Mortgage-Backed	—	—	$114K	1.3%
The Vanguard Group Vanguard Total Bond Index Fund	Common Collective Trusts	—	—	$104K	1.2%
AmeriServ Trust & Financial Services Co. Pathroad Conservative Growth and Income	Common Stocks	—	—	$92K	1.1%
AmeriServ Trust & Financial Services Co. Pathroad Strategic Long-Term Equity Growth	Common Stocks	—	—	$75K	0.9%
T. Rowe Price T. Rowe Price Retirement 2035 Fund	Other securities	—	—	$71K	0.8%
T. Rowe Price T. Rowe Price Retirement 2040 Fund	Other securities	—	—	$60K	0.7%
Fidelity Investments Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$49K	0.6%
The Vanguard Group Vanguard Emerging Markets Fund	Mutual Funds	—	—	$47K	0.5%
PrimeCap Odyssey Funds PrimeCap Odyssey Aggressive Growth Fd	Mutual Funds	—	—	$45K	0.5%
Federated Investors Federated Institutional High Yield Bond Fund	Other securities	—	—	$39K	0.4%
Fidelity Investments Fidelity Emerging Markets Fd	Mutual Funds	—	—	$38K	0.4%
T. Rowe Price T. Rowe Price Intl Discovery - I ** 247 T. Rowe Price T. Rowe Price Real Assets-I	Other securities	—	—	$34K	0.4%
John Hancock John Hancock Funds III Disc Val Mcp I	Other securities	—	—	$30K	0.3%
Invesco International Small & Mid Cap Company Fund	Mutual Funds	—	—	$27K	0.3%
T. Rowe Price T. Rowe Price Retirement 2015 Fund	Other securities	—	—	$27K	0.3%
AmeriServ Trust & Financial Services Co. Pathroad Conservative Fixed Income	Common Stocks	—	—	$26K	0.3%
T. Rowe Price T. Rowe Price Retirement 2050 Fund	Other securities	—	—	$25K	0.3%
Fidelity Investments Fidelity Advisor Technology Fd	Mutual Funds	—	—	$25K	0.3%
The Vanguard Group Vanguard Small Cap Index Fund - Adm	Common Collective Trusts	—	—	$21K	0.2%
The Vanguard Group Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$19K	0.2%
AmeriServ Trust & Financial Services Co. Pathroad Strategic Conservative Growth & Income ** 413 * AmeriServ Trust & Financial Services Co. Pathroad Strategic Balanced Growth & Income	Common Stocks	—	—	$16K	0.2%
T. Rowe Price T. Rowe Price Financial Services	Other securities	—	—	$16K	0.2%
The Vanguard Group Vanguard International Growth Fd Adm Cl #581	Mutual Funds	—	—	$15K	0.2%
PIMCO Funds Pimco Total Return Fund	Mutual Funds	—	—	$15K	0.2%
AmeriServ Trust & Financial Services Co. Pathroad Intermediate Term Fixed Income	Common Stocks	—	—	$10K	0.1%
Goldman Sachs Asset Management Goldman Sachs Treas Oblig Fd #468	Other securities	—	—	$10K	0.1%
T. Rowe Price T. Rowe Price Retirement 2025 Fund	Other securities	—	—	$9K	0.1%
PIMCO Funds Pimco Income Fund	Mutual Funds	—	—	$8K	<0.1%
Nuveen Real Estate Securities Select Fund	Mutual Funds	—	—	$8K	<0.1%
Dodge & Cox Dodge & Cox Balanced Fund	Mutual Funds	—	—	$8K	<0.1%
are included: _X_ Not Corrected Outside VFCP Correction in VFCP 2002-51 2023 Contributions	Other securities	—	—	$7K	<0.1%
T. Rowe Price T. Rowe Price Health Sciences Fund	Other securities	—	—	$6K	<0.1%
T. Rowe Price T. Rowe Price Capital Appreciation	Other securities	—	—	$4K	<0.1%
Loomis Sayles & Company Loomis Sayles Bond Fund	Common Stocks	—	—	$2K	<0.1%
Fidelity Investments Fidelity International Small Cap Opportunities Fund	Mutual Funds	—	—	$2K	<0.1%
T. Rowe Price T. Rowe Price Retirement 2055 Fund ** 408 T. Rowe Price T. Rowe Price Retirement 2060 Fund	Other securities	—	—	$1K	<0.1%
T. Rowe Price T. Rowe Price Retirement 2020 Fund	Other securities	—	—	$1K	<0.1%