How big is Franklin Asset Mgmt's plan?

Franklin Asset Mgmt's plan reported $42K in assets and 4 participants for 2023.

Original filing (PDF)20250430094202NAL0001727265001

Franklin Asset Mgmt

Name: Franklin Asset Mgmt — Franklin Asset Mgmt CBS, Form 5500 (2023)
Creator: Franklin Asset Mgmt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Franklin Asset Mgmt CBS Benefit Plan

Health & welfare plan · Franklin Asset Mgmt's Franklin Asset Mgmt CBS Benefit Plan held $42K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$42K

Net assets (EOY)

$9K

People on this filing

Joseph HSU signed Franklin Asset Mgmt's 2023 Form 5500 as plan administrator.

Joseph HSU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Franklin Asset Mgmt's EIN is 61-0959078.

EIN 61-0959078

Plan number 501

Plan year 2023

ACK ID 20250430094202NAL0001727265001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Franklin Asset Mgmt from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Franklin Asset Mgmt's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANKLIN ASSET MGMT.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score