LISA Vosburg signed Franklin Monroe Administrative Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Franklin Monroe Administrative Services, LLC's EIN is 46-1622029.
Download the official 2024 Form 5500 (PDF) for Franklin Monroe Administrative Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Franklin Monroe Administrative Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $29 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $3.7M | 19.1% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $2.2M | 11.3% | |
| BLACKROCK LIFEPATH IDX 2050 K Registered Investment Company | Common Collective Trusts | — | — | $1.7M | 8.8% | |
| POLEN GROWTH INSTITUTIONAL Registered Investment Company | Common Stocks | — | — | $1.0M | 5.3% | |
| BLACKROCK LIFEPATH IDX 2030 K Registered Investment Company | Common Collective Trusts | — | — | $1.0M | 5.2% | |
| BLACKROCK LIFEPATH IDX 2040 K Registered Investment Company | Common Collective Trusts | — | — | $854K | 4.4% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $824K | 4.2% | |
| T ROWE PRICE VALUE I Registered Investment Company | Mutual Funds | — | — | $704K | 3.6% | |
| BLACKROCK LIFEPATH IDX 2055 K Registered Investment Company | Common Collective Trusts | — | — | $602K | 3.1% | |
| BLACKROCK LIFEPATH IDX 2035 K Registered Investment Company | Common Collective Trusts | — | — | $594K | 3.1% | |
| WILLIAM BLAIR SMALL MID GRTH I Registered Investment Company | Common Stocks | — | — | $586K | 3.0% | |
| GQG PARTNERS EMERGING MKT EQR6 Registered Investment Company | Common Stocks | — | — | $524K | 2.7% | |
| PIONEER STRATEGIC INCOME CL K Registered Investment Company | Common Stocks | — | — | $514K | 2.6% | |
| BLACKROCK LIFEPATH IDX RTRMT K Registered Investment Company | Common Collective Trusts | — | — | $497K | 2.6% | |
| BLACKROCK LIFEPATH IDX 2060 K Registered Investment Company | Common Collective Trusts | — | — | $476K | 2.4% | |
| GOLDMAN SACHS STB VAL COLLECT TR FD GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $408K | 2.1% | |
| JP MORGAN CORE BOND R6 Registered Investment Company | Common Stocks | — | — | $402K | 2.1% | |
| VICTORY RS INTERNATIONAL Y Registered Investment Company | Common Stocks | — | — | $371K | 1.9% | |
| BLACKROCK LIFEPATH IDX 2045 K Registered Investment Company | Common Collective Trusts | — | — | $351K | 1.8% | |
| HARBOR SMALL CAP VALUE INST Registered Investment Company | Common Stocks | — | — | $348K | 1.8% | |
| ALLSPRING SPEC MID CAP VAL R6 Registered Investment Company | Common Stocks | — | — | $276K | 1.4% | |
| VANGUARD FED MONEY MARKET FUND Money Market / Cash Equivalent | Mutual Funds | — | — | $264K | 1.4% | |
| PRINCIPAL GLOBAL RS SEC R6 Registered Investment Company | Common Stocks | — | — | $175K | 0.9% | |
| VICTORY INTEGRITY SC VALUE R6 Registered Investment Company | Common Stocks | — | — | $108K | 0.6% | |
| BLACKROCK LIFEPATH IDX 2065 K Registered Investment Company | Common Collective Trusts | — | — | $105K | 0.5% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | Bonds / Notes | — | — | $82K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
