Franklin Templeton 401(k) Retirement Plan
Sponsored by Franklin Resources, Inc. · EIN 132670991 · Plan #003
- Total assets
- $2.8B
- Net assets
- $2.8B
- Active participants
- 4,383
- With balances
- 6,627
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $290,587 |
| Callan Llc | Consulting fees | $221,250 |
| Gallagher Fiduciary Advisors, Llc | Consulting fees | $123,819 |
| Mma | Direct payment from the plan | $18,300 |