How big is Franklin Institute Estate Planning Group Inc.'s plan?

Franklin Institute Estate Planning Group Inc.'s plan reported $292K in assets and 3 participants for 2025.

Original filing (PDF)20260422112647NAL0003504193001

Franklin Institute Estate Planning Group Inc.

Name: Franklin Institute Estate Planning Group Inc. — Form 5500 Plan 002 (2025)
Creator: Franklin Institute Estate Planning Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BOSS Retirement Plan

401(k) retirement plan · Franklin Institute Estate Planning Group Inc.'s BOSS Retirement Plan held $292K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$292K

Net assets (EOY)

$292K

Plan identifiers

Franklin Institute Estate Planning Group Inc.'s EIN is 71-0893857.

EIN 71-0893857

Plan number 002

Plan year 2025

ACK ID 20260422112647NAL0003504193001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Franklin Institute Estate Planning Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Franklin Institute Estate Planning Group Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score