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Sponsor portfolio

MARC J. FRANCO

EIN 11-3834176-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
15
7672 OSWEGO ROAD - LIVERPOOL, NY 13090315-409-4071
Plans on this EIN
2 filings
#001401k-$2.6M - 8 part#002CashBalance-$263K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • J. FRANCO 401(K) (#001)91%
  • CASH BALANCE PLAN (#002)9%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • J. FRANCO 401(K) (#001)8
  • CASH BALANCE PLAN (#002)7
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARC J. FRANCO 401(K) PLAN

401k

Assets$2.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARC J. FRANCO CASH BALANCE PLAN

CashBalance

Assets$263K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARC J. FRANCO 401(K) PLAN401k$2.6M82024
002MARC J. FRANCO CASH BALANCE PLANCashBalance$263K72024
Retirement plans
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