How big is Franklin Corporation's plan?

Franklin Corporation's plan reported $12.6M in assets and 690 participants for 2024.

Original filing (PDF)20250610152128NAL0025807328001

Franklin Corporation

Name: Franklin Corporation — Franklin Corporation 401(k), Form 5500 (2024)
Creator: Franklin Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Franklin Corporation 401(k) Plan

401(k) retirement plan · Franklin Corporation's Franklin Corporation 401(k) Plan held $12.6M in plan assets for 690 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

32% in single holdingCorrective distributions issued

Active participants

690

Accounts w/ balance

253

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

People on this filing

Jeffry Cox signed Franklin Corporation's 2024 Form 5500 as plan administrator.

Jeffry Cox — 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 Corporation's EIN is 64-0478766.

EIN 64-0478766

Plan number 002

Plan year 2024

ACK ID 20250610152128NAL0025807328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Franklin Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Franklin Corporation's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).
Bottom-decile employer contributions per participant (4th percentile).

Helping the score

Below-peer total plan cost (91st percentile).

Plan sponsor

Name

FRANKLIN CORPORATION

EIN

all filings

Address

P.O. BOX 569 · HOUSTON, MS · 38851

Phone

(662) 456-4286

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Investments

22 direct securities· $12.6M(100% of reported assets)

Mutual Funds

$12.1M

18 holdings

Common Collective Trusts

$344K

1 holding

U.S. Treasuries

$224K

2 holdings

Other securities

$3K

1 holding

					% of plan
T Rowe Price Retirement 2025 I Mutual fund	Mutual Funds	—	—	$4.0M	32.0%
T Rowe Price Retirement 2030 I Mutual fund	Mutual Funds	—	—	$2.1M	16.3%
T Rowe Price Retirement 2035 I Mutual fund	Mutual Funds	—	—	$1.8M	13.9%
T Rowe Price Retirement 2020 I Mutual fund	Mutual Funds	—	—	$1.4M	10.7%
T Rowe Price Retirement 2040 I Mutual fund	Mutual Funds	—	—	$704K	5.6%
Fidelity Blue Chip Growth K6 Mutual fund	Mutual Funds	—	—	$422K	3.3%
T Rowe Price Retirement 2045 I Mutual fund	Mutual Funds	—	—	$365K	2.9%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$364K	2.9%
T Rowe Price Retirement 2065 I Mutual fund 229 * Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$344K	2.7%
T Rowe Price Retirement 2050 I Mutual fund	Mutual Funds	—	—	$300K	2.4%
Vanguard Small Cap Index Admiral Mutual fund	Mutual Funds	—	—	$241K	1.9%
Gabelli US Treasury MMkt Mutual fund	U.S. Treasuries	—	—	$210K	1.7%
T Rowe Price Retirement 2005 I Mutual fund 11 T Rowe Price Retirement 2010 I Mutual fund	Mutual Funds	—	—	$129K	1.0%
T Rowe Price Retirement 2055 I Mutual fund	Mutual Funds	—	—	$104K	0.8%
T Rowe Price Retirement 2060 I Mutual fund	Mutual Funds	—	—	$86K	0.7%
Fidelity International Capital K6 Mutual fund	Mutual Funds	—	—	$69K	0.5%
Fidelity Total Bond K6 Mutual fund	Mutual Funds	—	—	$46K	0.4%
Pimco Low Duration Income Fund Mutual fund	Mutual Funds	—	—	$21K	0.2%
JP Morgan Government Bond R6 Mutual fund	U.S. Treasuries	—	—	$14K	0.1%
Fidelity Balanced K6 Mutual fund	Mutual Funds	—	—	$8K	<0.1%
T Rowe Price Retirement 2015 I Mutual fund	Mutual Funds	—	—	$6K	<0.1%
Cohen & Steers Real Estate Securities Mutual fund	Other securities	—	—	$3K	<0.1%