The Franklin Institute Retirement Income Plan Ii
Sponsored by The Franklin Institute · EIN 231370501 · Plan #004
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 17
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of America | Trustee (institutional), Investment advisory (plan), Direct payment from the plan | $18,887 |
| The Vanguard Group, Inc. | Trustee (institutional), Investment advisory (plan), Direct payment from the plan | $8,195 |