Franklin Monroe Retirement Savings Plan
Sponsored by Franklin Monroe Administrative Services, Llc · EIN 461622029 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 114
- With balances
- 126
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 |
|---|---|---|
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $29 |