Franklin Covey Co. 401(k) Plan
Sponsored by Franklin Covey Co. · EIN 870401551 · Plan #002
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 918
- With balances
- 1,145
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 |
|---|---|---|
| Drive Wealth Management, Llc CRD 174728 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | Accounting, Contract administrator, Recordkeeping | $102,834 |
| Drive Wealth Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $30,000 |
| Rasmuson & Company, Pc | Accounting | $16,000 |
| Jdglenn & Associates, Pc | Accounting | $3,345 |