Plans listing this provider
34
0.06% of the 56,420 plans with Schedule H financials; 37 in 2023
Providers › Franklin Templeton
Franklin Templeton
- Service provider, as named on Schedule C
- EIN 132670991
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$560,723,838
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 59 | Shareholder servicing fees | 34 |
| 28 | Investment management | 34 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Garfunkel Wild PC 401(k) Retirement Plan | Garfunkel Wild | $90,541,377 | 170 | $0 |
| Omitron Inc 401(k) Profit Sharing Plan | Omitron | $67,143,221 | 358 | $0 |
| Apogee Engineering 401 (k) Plan | Apogee Engineering | $49,263,400 | 822 | $0 |
| Apr Supply Co. 401(k) Plan | Apr Supply | $30,233,316 | 498 | $0 |
| Monin, Inc. 401(k) Profit Sharing Plan | Monin | $29,783,101 | 451 | $0 |
| Asset Marketing Services 401(k) Retirement Plan | AMS Holdings | $25,570,175 | 268 | $0 |
| Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan | Chesapeake Sprinkler | $21,765,591 | 153 | $0 |
| Manthei 401(k) Profit Sharing Plan | Manthei | $20,153,973 | 447 | $0 |
| Procon Consulting, LLC 401(k) Plan | Procon Consulting | $17,650,106 | 161 | $0 |
| Law Family Companies 401(k) Plan | Law Family Companies | $16,380,408 | 193 | $0 |
| United Forming, Inc. 401(k) PSP | United Forming | $16,297,199 | 169 | $0 |
| Buck Distributing 401(k) Profit Sharing Plan | SFB Buck | $15,060,795 | 109 | $0 |
| Buck Distributing 401(k) Profit Sharing Plan | SFB Buck | $15,060,795 | 109 | $0 |
| Corporate Mailings Inc. 401(k) Profit Sharing Plan | Corporate Mailings | $13,970,363 | 144 | $0 |
| Norfolk Companies 401(k) Plan | Norfolk Companies | $12,780,471 | 272 | $0 |
| Perricone Juices 401(k) Retirement Savings Plan | Beaumont Juice Inc. DBA Perricone Juices | $12,285,893 | 369 | $0 |
| Trax 401(k) Plan | Trax Retail | $10,190,259 | 215 | $0 |
| Chinburg Builders, Inc. 401(k) Profit Sharing Plan and Trust | Chinburg Builders Inc. 401(k) Profit Sharing and Trust | $9,854,355 | 124 | $0 |
| Professional Case Management 401(k) Plan | ACT for Health DBA Professional Case Management | $9,524,166 | 419 | $0 |
| C-hit 401(k) | Chags Health Information Technology | $8,959,956 | 103 | $0 |
| Aveshka, Inc. 401(k) Retirement Savings Plan | Aveshka | $7,511,173 | 215 | $0 |
| PCI Group, Inc. 401(k) Plan | PCI Group | $7,207,803 | 199 | $0 |
| Checkers Drive-in Restaurants, Inc. 401(k) Plan | Checkers Drive-in Restaurants | $6,794,775 | 438 | $0 |
| Leadingagile, L.L.C. 401(k) Plan | Leadingagile | $6,460,162 | 105 | $0 |
| Summit On-site Solutions 401(k) Plan | Summit On-site Solutions | $5,449,506 | 155 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.