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Sponsor portfolio

FRANFUND, INC.

EIN 34-2064405-financial services-Latest filing 2024
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
91
6100 WESTERN PLACE, SUITE 1000 - FORT WORTH, TX 76107682-267-6707franfund.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$4.8M - 50 part#002CashBalance-$4.5M - 41 part

Retirement portfolio analytics

2 plans aggregated / $9.4M assets / 91 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • FRANFUND 401(K) (#001)52%
  • CASH BALANCE PENSION (#002)48%
Total $9.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FRANFUND 401(K) (#001)50
  • CASH BALANCE PENSION (#002)41
Total 91Click 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

FRANFUND 401(K) PLAN

401k

Assets$4.8M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

FRANFUND, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$4.5M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FRANFUND 401(K) PLAN401k$4.8M502024
002FRANFUND, INC. CASH BALANCE PENSION PLANCashBalance$4.5M412024
Retirement plans
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