Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
THE FRANKLIN GROUP, LLC
EIN 01-0883915ConstructionLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
15
3533 WATERSIDE WAY - LOUISVILLE, TN 37777865-388-7132
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE FRANKLIN GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE FRANKLIN GROUP, LLC 401(K) PLAN
401k
Assets$390K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE FRANKLIN GROUP, LLC CASH BALANCE PLAN | CashBalance | $2.1M | 7 | 2025 | |
| 001 | THE FRANKLIN GROUP, LLC 401(K) PLAN | 401k | $390K | 8 | 2025 |
Retirement plans