Franklin University Tax Deferred Annuity Plan
Sponsored by Franklin University · EIN 310707369 · Plan #002
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 241
- With balances
- 312
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $17,185 |
| Tiaa | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $17,055 |
| Sagepoint Financial Services | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $5,050 |