Francis Manufacturing Company Employees Profit Sharing Plan
Sponsored by Francis Manufacturing Company · EIN 340898096 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 120
- With balances
- 111
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $61,383 |
| Monnier & Co. | Accounting | $14,375 |