Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANCISCO PARTNERS OPERATING EXECUTIVES, LLC
EIN 46-1804484Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$20.8M assets
Welfare
0
Participants
81
9925 HAYNES BRIDGE ROAD, SUITE 200, #109 - ALPHARETTA, GA 30022847-441-8826
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $20.8M assets / 81 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#002
FRANCISCO PARTNERS CONSULTING, LLC. CASH BALANCE PLAN
CashBalance
Assets$9.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FRANCISCO PARTNERS OPERATING EXECUTIVES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$9.0M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FRANCISCO PARTNERS OPERATING EXECUTIVES, LLC VIP PLAN
TraditionalDB
Assets$1.9M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FRANCISCO PARTNERS CONSULTING, LLC. CASH BALANCE PLAN | CashBalance | $9.8M | 19 | 2024 | |
| 001 | FRANCISCO PARTNERS OPERATING EXECUTIVES, LLC 401(K) PROFIT SHARING PLAN | 401k | $9.0M | 36 | 2025 | |
| 003 | FRANCISCO PARTNERS OPERATING EXECUTIVES, LLC VIP PLAN | TraditionalDB | $1.9M | 26 | 2025 |
Retirement plans