Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
FRANKLIN YOUNG INT'L, INC
EIN 26-3753595Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
41
1042 N MOUNTAIN AVE, SUITE 310 - UPLAND, CA 91784909-931-5013franklinyoung.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 41 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
FRANKLIN YOUNG INT'L, INC CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FRANKLIN YOUNG INT'L, INC 401(K) PLAN
401k
Assets$1.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FRANKLIN YOUNG INT'L, INC CASH BALANCE PLAN | CashBalance | $1.9M | 19 | 2024 | |
| 001 | FRANKLIN YOUNG INT'L, INC 401(K) PLAN | 401k | $1.8M | 22 | 2024 |
Retirement plans