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  2. THE FRANKLIN ACADEMY INC.
Sponsor portfolio

THE FRANKLIN ACADEMY INC.

EIN 22-3843855-primary/secondary education-Latest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
181
140 RIVER RD - EAST HADDAM, CT 064231403860-873-2700fa-ct.orgLinkedIn11-50 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$3.5M - 96 part#002403b-$2.4M - 85 part

Retirement portfolio analytics

2 plans aggregated / $5.9M assets / 181 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • DEFINED CONTRIBUTION PLAN (#001)59%
  • DEFERRED ANNUITY PLAN (#002)41%
Total $5.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#001)96
  • DEFERRED ANNUITY PLAN (#002)85
Total 181Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE FRANKLIN ACADEMY DEFINED CONTRIBUTION PLAN

403b

Assets$3.5M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

THE FRANKLIN ACADEMY TAX DEFERRED ANNUITY PLAN

403b

Assets$2.4M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE FRANKLIN ACADEMY DEFINED CONTRIBUTION PLAN403b$3.5M962025
002THE FRANKLIN ACADEMY TAX DEFERRED ANNUITY PLAN403b$2.4M852025
Retirement plans
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