Original filing (PDF)20250430094202NAL0001727265001

FRANKLIN ASSET MGMT

Name: FRANKLIN ASSET MGMT — FRANKLIN ASSET MGMT CBS BENEFIT PLAN, Form 5500 (2023)
Creator: FRANKLIN ASSET MGMT

Form 5500-SF

FILING_RECEIVED

FRANKLIN ASSET MGMT CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$42K

Net assets (EOY)

$9K

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANKLIN ASSET MGMT.

Plan sponsor

Name

FRANKLIN ASSET MGMT

EIN

61-0959078

Address

2509 PLANTSIDE DRIVE · LOUISVILLE, KY · 40299

Phone

(502) 491-2422

Industry

Real Estatesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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