Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE FRANK AGENCY
EIN 48-0919752marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
23
8400 W. 110TH STREET, SUITE 630 - OVERLAND PARK, KS 66210913-648-8333thefrankagency.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 23 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#001
THE FRANK AGENCY, INC. 401(K) PLAN
401k
Assets$2.5M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
THE FRANK AGENCY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$432
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE FRANK AGENCY, INC. 401(K) PLAN | 401k | $2.5M | 22 | 2025 | |
| 005 | THE FRANK AGENCY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $432 | 1 | 2024 |
Retirement plans
Welfare plans