Original filing (PDF)20250417113255NAL0000525811001

THE FRANKLIN SCHOOL OF INNOVATION, INC.

Name: THE FRANKLIN SCHOOL OF INNOVATION, INC. — FRANKLIN 401(K) PLAN, Form 5500 (2023)
Creator: THE FRANKLIN SCHOOL OF INNOVATION, INC.

Form 5500

FILING_RECEIVED

FRANKLIN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

139

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

How this plan invests

This plan

8 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FRANKLIN SCHOOL OF INNOVATION, INC..

Plan sponsor

Name

THE FRANKLIN SCHOOL OF INNOVATION, INC.

EIN

46-1548530

Address

21 INNOVATION DRIVE · ASHEVILLE, NC · 28806

Phone

(828) 318-8140

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-17

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$5K	—

Investments

8 pooled funds· $1.4M(80% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393	Common Collective Trust	$283K	15.9%
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%

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