Novak Francella LLC
auditor15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served189+7 YoYRank #111 of mapped providers
Assets under administration$118.3B0.1%Market share · rank #112
Fees received$7MMedian $26,716/planSum across Schedule C direct + indirect
Net wins YoY+1418 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Novak Francella LLC plan look like?
Service mix · median fees per plan
Count of plans where Novak Francella LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Other services; Accounting (including auditing)Code 10 | 187 | $26,678 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $30,532 | |
Direct payment from the planCode 50 | 1 | $33,666 |
Competitor overlap
Percent of Novak Francella LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Novak Francella LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | NB Private Equity Credit Opp Fund | $2.7B |
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | Prudential Investment Management | $1.6B |
SHEET METAL WORKERS LOCAL NO. 17 ANNUITY INCOME FUNDMA · 046394579-003 | Bridgeway Benefit Technologies | $617M |
CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEESCT · 061175481-001 | EMPLOYEE L | $274M |
BOARD OF TRUSTEES DRYWALL PENSION FUNDNY · 133875056-001 | Segal Marco Advisors | $176M |
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001 | Carday Associates | $146M |
BOARD OF TRUSTEES OF THE RADIO, TV & RECORDING ARTS PENSION FUNDNJ · 136159229-001 | Weaver & Tidwell LLP | $93M |
DECORATING PAINTERS DISTRICT COUNCIL 6 & CONTRACTORS ASSOCIATIONOH · 341515714-001 | Painting Industry Insurance Fund | $90M |
IBEW LOCAL 508 PENSION FUNDGA · 586117431-002 | Dennis G. Jenkins CPA LLC | $74M |
BOARD OF TRUSTEES OF LOCAL 966 PENSION PLANMD · 132640882-001 | Benesys, Inc. | $69M |
Plans lost in 2024
Appeared last year under Novak Francella LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLANMD · 522187219-001 | WPAS, Inc. | $445M |
ROTHSCHILD & CO. NORTH AMERICA INC.NC · 133438524-002 | Charles Schwab | $125M |
RETAIL WHOLESALE DEPARTMENT STORE DEFINED CONTRIBUTION PENSION PLANPA · 226289686-005 | O'Neill Consulting Corporation | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $170,019 | 8y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $47,048 | 7y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $388,021 | 3y | - |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $115,735 | 2y | - |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUNDMA · 516040899-001 | $5.1B | 45,727 | $204,912 | 7y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $419,662 | 10y | - |
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | $2.7B | 24,600 | $85,000 | 1y | - |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | $1.9B | 76,992 | $26,678 | 6y | - |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | $1.9B | 184,550 | $252,000 | 8y | - |
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | $1.6B | 19,523 | $10,435 | 1y | - |
Flag exposure
92.6%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (15)
Raw Schedule C names collapsed into Novak Francella LLC.
- FRANKIN TEMPLETON
- FRANKIN TEMPLETON INSTITUTIONAL
- NOVACK FRANCELLA
- NOVAK FRANCELLA
- NOVAK FRANCELLA CPA
- NOVAK FRANCELLA CPAS
- NOVAK FRANCELLA INC
- NOVAK FRANCELLA LLC
- NOVAK FRANCELLA LLC CPA'S
- NOVAK FRANCELLA, LLC
- NOVAK FRANCELLA, LLC.
- NOVAK FRANCELLA,LLC
- NOVAK FRANCELLLA LLC
- NOVAK/FRANCELLA, LLC
- NOVAL FRANCELLA LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Novak Francella LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 1.06% | 7.76% | -6.70 pp |
| Fidelity bond gap | 1 | 0.53% | 26.94% | -26.41 pp |
| Late contributions | 12 | 6.35% | 1.71% | +4.64 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 0.53% | 1.76% | -1.23 pp |
| Loss discovered | 1 | 0.53% | 0.00% | +0.53 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Novak Francella LLC. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Frequent partners by role
Who else shows up on Novak Francella LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| The Segal Company | 43 | 22.8% |
| Investment Performance Services LLC | 27 | 14.3% |
| Segal Marco Advisors | 25 | 13.2% |
| Hamilton Lane | 20 | 10.6% |
| Inter-Continental Real Estate Corp | 20 | 10.6% |
| ULLICO Inc | 20 | 10.6% |
| Loomis Sayles | 19 | 10.1% |
| Hardman Johnston Global Advisors | 18 | 9.5% |
| Meketa Investment Group | 16 | 8.5% |
| ASB Capital Management | 15 | 7.9% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).