Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 21 in 2023
Providers › Francis LLC
Francis LLC
- Service provider, as named on Schedule C
- EIN 900142264
- Plan year 2024
- Direct compensation reported $1,878,763
Assets of those plans
$13,572,059,127
0.17% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,878,763
100% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 16 |
| 50 | Direct payment from the plan | 11 |
| 26 | Investment advisory (participants) | 7 |
| 16 | Consulting (general) | 7 |
| 99 | Other fees | 3 |
| 49 | Other services | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 15 | Recordkeeping and information management | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Cargill Partnership Plan | Cargill | $8,920,648,359 | 42,541 | $9,000 |
| Greenheck Fan Corporation 401(k) & Savings Plan | Greenheck Fan | $578,891,061 | 5,586 | $41,640 |
| Cargill Investment Plan | Cargill | $574,341,953 | 12,737 | $27,000 |
| Ashley Furniture Industries, LLC Profit Sharing 401(k) Plan | Ashley Furniture Industries | $527,886,003 | 17,103 | $260,314 |
| Johnsonville Profit Sharing and 401(k) Plan | Johnsonville | $323,743,644 | 3,870 | $69,335 |
| Reinhart Boerner Van Deuren, S.C. 401(k) Profit Sharing Plan | Reinhart Boerner Van Deuren S.C. | $308,384,494 | 526 | $98,750 |
| Olmsted Medical Center Retirement Savings Plan | Olmsted Medical Center | $303,382,040 | 1,854 | $148,352 |
| Chemical Employees' 401(k) Plan | Hydrite Chemical | $268,946,404 | 1,541 | $53,805 |
| Poet 401(k) Plan | Poet Biorefining | $265,689,062 | 3,060 | $63,612 |
| Agropur Inc. 401(k) Retirement Savings Plan | Agropur | $242,521,979 | 2,770 | $52,088 |
| Foth & Van Dyke, LLC 401(k) Retirement Savings Plan | Foth & Van Dyke | $177,769,571 | 818 | $84,922 |
| Johnson Outdoors Retirement and Savings Plan | Johnson Outdoors | $172,188,494 | 1,248 | $60,000 |
| Rockline Industries, Inc. Retirement Savings Plan | Rockline Industries | $159,340,692 | 1,663 | $56,608 |
| Plastic Ingenuity, Inc. Profit Sharing and Savings Plan | Plastic Ingenuity | $155,924,268 | 1,081 | $177,289 |
| Dewitt LLP Savings Plan & Trust | Dewitt | $145,053,529 | 328 | $95,449 |
| Fiskars Group 401(k) Retirement Savings Plan | Fiskars Brands | $122,153,402 | 842 | $80,440 |
| Wall Family Enterprise Retirement Savings Plan | Wall Family Enterprise | $77,144,819 | 598 | $98,677 |
| Mason Companies Retirement and Savings Plan | Mason Companies | $53,098,896 | 576 | $76,530 |
| The Boucher Group 401(k) Profit-sharing Savings Plan | Boucher Group | $50,376,300 | 478 | $20,000 |
| The Fisher Barton Group Retirement Plan | Fisher-barton | $39,978,722 | 713 | $56,240 |
| Silver Star Brands 401(k) Planrecordkeeper | Silver Star Brands | $28,236,070 | 372 | $62,206 |
| Primex, Inc. and Affiliates Profit Sharing and 401(k) Plan and Trust | Primex | $25,740,103 | 176 | $55,000 |
| The Wagner Companies Retirement Plan | R & B Wagner | $21,670,794 | 206 | $75,746 |
| Wick Buildings, Inc. Savings Plan | Wick Buildings | $14,640,316 | 216 | $35,280 |
| Apple Tree Dental 401(k) Planrecordkeeper | Apple Tree Dental | $14,308,152 | 240 | $20,480 |
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.