Franklin Products, Inc. 401(k) Profit Sharing Plan
Sponsored by Franklin Products, Inc. · EIN 061236512 · Plan #001
- Total assets
- $26.8M
- Net assets
- $26.8M
- Active participants
- 123
- With balances
- 205
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Connecticut Wealth Management, Llc CRD 154310 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Connecticut Wealth Mgmt Llc | Investment advisory (plan) | $47,973 |
| Cap Group Retirement Plan Services | Recordkeeping fees | $18,059 |