How big is A.G. Franz Associates, LLC's plan?

A.G. Franz Associates, LLC's plan reported $1.4M in assets and 2 participants for 2025.

Original filing (PDF)20260423072834NAL0002424595001

A.G. Franz Associates, LLC

Name: A.G. Franz Associates, LLC — A.G. Franz 401(k) Plan, Form 5500 (2025)
Creator: A.G. Franz Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A.G. Franz 401(k) Plan

401(k) retirement plan · A.G. Franz Associates, LLC's A.G. Franz 401(k) Plan held $1.4M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Gerhard Franz signed A.G. Franz Associates, LLC's 2025 Form 5500 as plan administrator.

Gerhard Franz — 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

A.G. Franz Associates, LLC's EIN is 75-2999521.

EIN 75-2999521

Plan number 001

Plan year 2025

ACK ID 20260423072834NAL0002424595001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for A.G. Franz Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

A.G. Franz Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.G. FRANZ ASSOCIATES, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

A.G. FRANZ ASSOCIATES, LLC

EIN

all filings

Address

5 STANTON CT. · PLAINSBORO, NJ · 08536

Phone

(609) 936-1919

Industry

Wholesale Trade

Plan administrator