Eddie Franklin signed Franklin Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Franklin Management, Inc.'s EIN is 46-0811690.
Download the official 2024 Form 5500 (PDF) for Franklin Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Franklin Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY INC | 13-5674085 | — | INVESTMENT ADVISORY | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $2.6M | 14.0% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $2.4M | 13.0% | |
| JPMORGAN LARGE CAP GROWTH R6 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $2.4M | 12.8% | |
| NEUBERGER BERMAN LARGE CAP VALUE R6 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $2.2M | 11.8% | |
| JPMORGAN CORE BOND R6 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.9M | 10.1% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.8M | 9.9% | |
| ISHARES U.S. AGGREGATE BOND INDEX K TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.8M | 9.5% | |
| ISHARES MSCI EAFE INTERNATIONAL IND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.8M | 9.5% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.3M | 7.2% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.2M | 6.5% | |
| COHEN & STEERS REAL ESTATE SECURITI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $1.1M | 6.0% | |
| TRANSAMERICA STABLE VALUE ASCEND AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $443K | 2.4% | |
| Transamerica Stable Value Ascend Account | Stable Value | — | — | $403K | 2.2% | |
| JANUS HENDERSON BALANCED N TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| iShares Core Total Us Bond Market ETF | Other securities | — | — | $23 | <0.1% | |
| PERS CHOICE RETIREMNT ACCOUNT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS, INC. | 31-1299207 | — | TPA | $8K | — |
