Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Francis Investment Counsel LLC
Francis Investment Counsel LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $832,182
Assets of those plans
$1,540,443,524
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$832,182
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) | 10 |
| 50 | Direct payment from the plan | 7 |
| 26 | Investment advisory (participants) | 4 |
| 16 | Consulting (general) | 2 |
| 28 | Investment management | 1 |
| 38 | Participant communication | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Plexus Corp. 401(k) Retirement Plan | Plexus | $606,090,256 | 4,178 | $194,551 |
| Michels Corporation 401(k) Savings Plan | Michels | $276,019,901 | 2,756 | $122,515 |
| The Boldt Company's Retirement Plan | Boldt Group | $146,108,773 | 1,025 | $55,908 |
| Brakebush Brothers, Inc. Employees Savings & Retirement Plan | Brakebush Brothers | $134,652,680 | 3,257 | $75,004 |
| Quartz Health Solutions, Inc. 401(k) Plan | Quartz Health Solutions | $126,021,574 | 998 | $72,226 |
| The Weather Shield Retirement Plan | Weather Shield MFG. | $89,032,946 | 1,213 | $95,027 |
| Centromotion 401(k) Plan | Engineered Components & Systems LLC D/B/A Centromotion | $87,990,545 | 936 | $45,000 |
| Regal Ware, Inc. Profit Sharing Plan | Regal Ware | $25,640,041 | 190 | $52,584 |
| Pacur 401(k) Profit Sharing Plan and Trust | Pacur | $20,218,353 | 166 | $50,235 |
| Regal Ware, Inc. Bargaining Unit Employees' Profit Sharing Plan | Regal Ware | $14,572,012 | 220 | $30,448 |
| Wisconsin Steel and Tube Corporation Profit Sharing Plan | Wisconsin Steel and Tube | $14,096,443 | 222 | $38,684 |
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.