Deeana Bennett signed The Franklin School of Innovation, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Franklin School of Innovation, Inc.'s EIN is 46-1548530.
Download the official 2023 Form 5500 (PDF) for The Franklin School of Innovation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Franklin School of Innovation, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $283K | 15.9% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $259K | 14.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $245K | 13.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $236K | 13.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $231K | 13.0% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $205K | 11.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $134K | 7.5% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $57K | 3.2% | |
| MFS Massachusetts Investors Gr Stk R6 MFS 0 | Mutual Funds | — | — | $34K | 1.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $28K | 1.6% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $9K | 0.5% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $9K | 0.5% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $9K | 0.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $6K | 0.4% | |
| Vanguard Explorer Adm Vanguard 0 | Mutual Funds | — | — | $6K | 0.3% | |
| MFS Mid Cap Growth R6 MFS 0 | Mutual Funds | — | — | $6K | 0.3% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $5K | 0.3% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | Mutual Funds | — | — | $4K | 0.3% | |
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $4K | 0.2% | |
| Thornburg Strategic Income R6 Thornburg 0 | Other securities | — | — | $3K | 0.2% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $3K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $2K | 0.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $2K | 0.1% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
