Franklin Academy 403(b) match, vesting and fees
What Franklin Academy's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA - Teachers Insurance and Annui | 2024 Schedule C ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 9,812 defined-contribution plans in educational services with fewer than 100 participants.
| Franklin Academy: employer contribution per participant | $1,160 | |
| Peer median | $1,061 |
| Franklin Academy: average balance | $36,149 | |
| Peer median | $22,179 |
| Franklin Academy: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.3M at the end of plan year 2021 to $3.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 96 | $3.5M | $111K | $1,160 | 0.13% | Not published | 5500-SF ↗ |
| 2024 | 126 | $3.1M | $112K | $896 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 130 | $3M | $103K | $808 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 136 | $2.8M | $93K | $688 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 129 | $3.3M | $91K | $711 | — | Not published | Form 5500 ↗ |
Other Franklin Academy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Franklin Academy Tax Deferred Annuity Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Franklin Academy match 401(k) contributions?
The match terms for the The Franklin Academy Defined Contribution Plan have not been published from its filing yet. The plan year 2025 filing reports $111K in employer contributions, about $1,160 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Franklin Academy 401(k) match vested?
The vesting schedule for the The Franklin Academy Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Franklin Academy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA - Teachers Insurance and Annui. The plan administrator is The Franklin Academy Inc..
I left Franklin Academy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Franklin Academy Inc., (860) 873-2700) or the recordkeeper, TIAA - Teachers Insurance and Annui. The Franklin Academy old 401(k) page lists the contacts from every plan filing. Find an old Franklin Academy 401(k)
Data from the public Form 5500 annual reports Franklin Academy filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Franklin Academy. Not financial advice. Report a correction · Methodology