Francisco Partners 401(k) Plan
Sponsored by Francisco Partners Management, Lp · EIN 943339666 · Plan #002
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 130
- With balances
- 193
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Betterment For Business, Llc | Investment advisory (plan), Recordkeeping fees | $74,366 |