DOL Form 5500 · 2024 Plan Year

FS INVESTMENTS

FRANKLIN SQUARE HOLDINGS L.P. 401(K) PROFIT SHARING PLAN AND TRUST

Defined ContributionPA
$81.9M
Plan Assets
541
Participants
2024
Plan Year
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Plan Details

Plan Name
FRANKLIN SQUARE HOLDINGS L.P. 401(K) PROFIT SHARING PLAN AND TRUST
Sponsor
FS INVESTMENTS
Sponsor EIN
260196373
Plan Number
001
Location
PHILADELPHIA, PA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$81.9M
Participants
541
Filing Received
October 14, 2025
Plan Year
2024

About this Plan

FRANKLIN SQUARE HOLDINGS L.P. 401(K) PROFIT SHARING PLAN AND TRUST is a defined contribution retirement plan sponsored by FS INVESTMENTS, headquartered in PHILADELPHIA, PA, holding approximately $81.9M in plan assets on behalf of 541 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).