Franklin Covey Co. 401(k) Plan: Login, Facts & Contact Information
Franklin Covey Co. 401(k) Login
300 former Franklin Covey Co. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Franklin Covey Co. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $11.7 million went into the plan in contributions, $2.68 million of it from the employer (23%).
- $14.0 million was paid out to participants.
- Investment and other income added $16.9 million.
- Administrative expenses were $152,179, about $133 per account.
How the Franklin Covey Co. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 935 | $92.1 million | $1.95 million | $6.16 million |
| 2020 | 977 | $109.1 million | $2.12 million | $7.10 million |
| 2021 | 957 | $125.2 million | $2.21 million | $7.91 million |
| 2022 | 1,020 | $108.1 million | $2.45 million | $7.03 million |
| 2023 | 1,121 | $125.1 million | $2.61 million | $12.3 million |
| 2024 | 1,201 | $139.5 million | $2.68 million | $14.0 million |
Franklin Covey Co. 401(k) Contact Information
Questions about the Franklin Covey Co. 401(k)
Does Franklin Covey Co contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.68 million, 23% of all contributions.
Does the Franklin Covey Co 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Franklin Covey Co 401(k) plan?
1,201 participants at the start of plan year 2024, 918 of them active employees, and 300 former employees who still had money in the plan.
What is the average 401(k) balance at Franklin Covey Co?
About $121,797 per account: $139.5 million in plan assets across 1,145 accounts with a balance at the end of plan year 2024.
Who manages the Franklin Covey Co 401(k) accounts?
Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER & SMI) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Franklin Covey Co. How do I access my 401(k)?
Your account stays with Merrill Benefits OnLine after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.