Franklin Mountain Management, Llc 401(k) Plan
Sponsored by Franklin Mountain Management, Llc · EIN 261802503 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 647
- With balances
- 185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $69,438 |
| Fisher Asset Management | Investment advisory (plan), Direct payment from the plan | $68,579 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other services | $4,835 |