Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANCIS FINANCIAL, INC.
EIN 20-0247051financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
38
39 BROADWAY, SUITE 1730 - NEW YORK, NY 10006212-374-9008francisfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 38 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FRANCIS FINANCIAL, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRANCIS FINANCIAL, INC. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRANCIS FINANCIAL, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 21 | 2024 | |
| 002 | FRANCIS FINANCIAL, INC. CASH BALANCE PLAN | CashBalance | $2.0M | 17 | 2024 |
Retirement plans