Sponsor portfolio
FRANKLIN WEALTH ADVISORS, INC.
EIN 27-3428019Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$630K assets
Welfare
0
Participants
7
1606 WILLOW VIEW ROAD, SUITE 2-F - URBANA, IL 61802217-337-7526franklinwealthadvisors.comLinkedIn1-10 employees
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRANKLIN WEALTH ADVISORS, INC. 401(K) PLAN | 401k | $630K | 7 | 2025 |
Retirement plans