FRANCIS INVESTMENT COUNCIL
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served37+16 YoYRank #453 of mapped providers
Assets under administration$17.9B0.0%Market share · rank #726
Fees received$3MMedian $56,240/planSum across Schedule C direct + indirect
Net wins YoY+1518 won · 3 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 FRANCIS INVESTMENT COUNCIL plan look like?
Service mix · median fees per plan
Count of plans where FRANCIS INVESTMENT COUNCIL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment advisory (plan)Code 27 | 11 | $69,335 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 10 | $80,726 | |
Investment advisory (plan); Other fees; Direct payment from the plan; Consulting (general); Investment advisory (participants)Code 16 | 8 | $55,302 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 4 | $6,610 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 2 | $58,344 | |
LegalCode 29 | 1 | $13,800 | |
Direct payment from the plan; Other servicesCode 49 | 1 | $7,700 |
Competitor overlap
Percent of FRANCIS INVESTMENT COUNCIL'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 FRANCIS INVESTMENT COUNCIL.
| Sponsor | From | Assets |
|---|---|---|
CARGILL, INCORPORATEDMN · 410177680-015 | THE VANGUARD GROUP, INC. | $8.9B |
BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION SUPPLEMENT TRMN · 411539354-002 | MATRIX TRUST COMPANY | $1.8B |
ASPIRUS, INC.WI · 391328331-005 | ASCENSUS LLC | $893M |
JOHNSONVILLE, LLCWI · 391982994-001 | THE VANGUARD GROUP, INC. | $324M |
REINHART BOERNER VAN DEUREN, S.C.WI · 391126909-001 | ASCENSUS LLC | $308M |
OLMSTED MEDICAL CENTERMN · 410855367-001 | ASCENSUS LLC | $303M |
BOARD OF TRUSTEES LOCAL 456 PENSION FUNDNY · 136123973-001 | GETTRY MARCUS CPA, P.C. | $266M |
POET BIOREFINING LLCSD · 474454378-001 | MINNESOTA LIFE INSURANCE COMPANY | $266M |
AGROPUR INC.WI · 351442306-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $243M |
JOHNSON OUTDOORS INC.WI · 391536083-001 | ASCENSUS LLC | $172M |
Plans lost in 2024
Appeared last year under FRANCIS INVESTMENT COUNCIL; not this year.
| Sponsor | To | Assets |
|---|---|---|
BRADY CORPORATIONWI · 390178960-003 | ASCENSUS LLC | $310M |
QUARTZ HEALTH SOLUTIONS, INC.WI · 465710709-001 | ASCENSUS LLC | $108M |
FISKARS BRANDS, INC.WI · 391500309-004 | RSM US LLP | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CARGILL, INCORPORATEDMN · 410177680-015 | $8.9B | 43,508 | $9,000 | 1y | 1 |
BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION SUPPLEMENT TRMN · 411539354-002 | $1.8B | 9,838 | $217,280 | 1y | - |
MARQUETTE UNIVERSITYWI · 390806251-001 | $926M | 5,316 | $75,294 | 2y | - |
ASPIRUS, INC.WI · 391328331-005 | $893M | 13,829 | $14,203 | 2y | - |
CARGILL, INCORPORATEDMN · 410177680-013 | $574M | 13,535 | $27,000 | 2y | 1 |
ASHLEY FURNITURE INDUSTRIES, LLCWI · 391141201-001 | $528M | 18,185 | $260,314 | 8y | 1 |
U.S. VENTURE, INC.WI · 390964014-001 | $399M | 6,212 | $133,739 | 2y | - |
FAC SERVICES, LLCWI · 461574498-001 | $384M | 2,095 | $62,712 | 2y | - |
JOHNSONVILLE, LLCWI · 391982994-001 | $324M | 3,940 | $69,335 | 1y | - |
REINHART BOERNER VAN DEUREN, S.C.WI · 391126909-001 | $308M | 538 | $98,750 | 1y | - |
Flag exposure
62.2%Market: 89.2%
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 (24)
Raw Schedule C names collapsed into FRANCIS INVESTMENT COUNCIL.
- FRANCIS
- FRANCIS C MUSSO, CPA
- FRANCIS COLASUONNO
- FRANCIS INVESTMENT
- FRANCIS INVESTMENT COUNC
- FRANCIS INVESTMENT COUNCEL
- FRANCIS INVESTMENT COUNCEL LLC
- FRANCIS INVESTMENT COUNCIL
- FRANCIS INVESTMENT COUNCIL, LLC
- FRANCIS INVESTMENT COUNNSEL LLC
- FRANCIS INVESTMENT COUNS
- FRANCIS INVESTMENT COUSEL, LLC
- FRANCIS INVESTMENTS COUNSEL
- FRANCIS INVST COUNSEL PLAN CONSULT
- FRANCIS LLC
- FRANCIS PALMIERI DBAPALMIERI&EISENB
- FRANCIS S. CONNER
- FRANCIS W PALMIERI PC DBA PALMIERI
- FRANCIS W PALMIERI(PALMIERI&EISENBE
- FRANCIS W. PALMIERI (PALMIERI&EISEN
- FRANCIS W. PALMIERI, ESQ.
- FRANCIS W. PALMIERI, PC
- FRANCIS WEIKEL
- FRANCIS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 FRANCIS INVESTMENT COUNCIL'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 | 1 | 2.70% | 7.76% | -5.06 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 10.81% | 1.71% | +9.10 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 13.51% | 1.76% | +11.75 pp |
| Loss discovered | 1 | 2.70% | 0.00% | +2.70 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FRANCIS INVESTMENT COUNCIL. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
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).