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Original filing (PDF)20250815095043NAL0005825059001
FRANKENMUTH INSURANCE COMPANY
Form 5500
FILING_RECEIVED
FRANKENMUTH INSURANCE 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
880
Accounts w/ balance
1,050
Plan assets (EOY)
$231.8M
Net assets (EOY)
$231.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANKENMUTH INSURANCE COMPANY.
Plan sponsor
Name
FRANKENMUTH INSURANCE COMPANY
EIN
38-0555290
Address
ONE MUTUAL AVENUE · FRANKENMUTH, MI · 48787
Phone
(989) 652-6121
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $125K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | — | ST LOUIS, MO | INVESTMENT ADVISOR | $65K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN LLC DBA REHMANN FINANCIAL G | — | SAGINAW, MI | OTHER | $14K | — |
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | GREENWOOD VILLAGE, CO | NONE | $180 | — |
Investments
16 direct securities · 2 pooled funds· $224.0M(97% of reported assets)
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.
Uncategorized
$167.1M
15 holdings
Mutual Funds
$42.6M
1 holding
Common Collective Trust
$14.3M
1 holding
Pooled Separate Account
$409
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Empower Fidelity 500 Index | Mutual Funds | — | — | $42.6M | 18.4% | |
| Empower Fidelity Large Cap Growth Index | — | — | — | $28.7M | 12.4% | |
| Empower MFS International Diversification R3 | — | — | — | $22.0M | 9.5% | |
| Empower T. Rowe Price Mid Cap Growth I | — | — | — | $18.0M | 7.8% | |
| Empower T. Rowe Price Value I | — | — | — | $17.9M | 7.7% | |
| Empower Metropolitan West Total Return | — | — | — | $16.1M | 6.9% | |
| PRUDENTIAL STABLE VALUE FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 156 | Common Collective Trust | — | — | $14.3M | 6.2% | |
| Empower T. Rowe Price New Horizons I | — | — | — | $10.4M | 4.5% | |
| Empower T. Rowe Price Spectrum Income | — | — | — | $9.7M | 4.2% | |
| Empower Fidelity Mid Cap Index | — | — | — | $8.1M | 3.5% | |
| Empower T. Rowe Price Mid-Cap Value I | — | — | — | $8.1M | 3.5% | |
| Empower American Funds New World R6 | — | — | — | $6.5M | 2.8% | |
| Empower T. Rowe Price Balanced | — | — | — | $5.3M | 2.3% | |
| Empower T. Rowe Price Sml-Cap Stock I | — | — | — | $4.7M | 2.0% | |
| Empower Fidelity Small Cap Index | — | — | — | $4.6M | 2.0% | |
| Empower Vanguard Inflation Protected | — | — | — | $4.2M | 1.8% | |
| Empower Fidelity Small Cap Value Index | — | — | — | $2.9M | 1.2% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $409 | <0.1% |