Filings through Oct 24, 2026.

Francis LLC

Matched across 4 name variants in the filings

Market position · 2024

Plans served31+17 YoYRank #603 of mapped providers

Assets under administration$18.2B0.0%Share of filed assets - rank #826

Fees received$3MMedian $77,269/planSum across Schedule C direct + indirect

Net wins YoY+1317 won - 4 lostPlan-level switch detection

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