Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

FRANCIS FINANCIAL, INC. 401(k) Plan

What public Form 5500 filings show about the FRANCIS FINANCIAL, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$2.9M
Participants
15
Plans on file
1

The FRANCIS FINANCIAL, INC. 401(k) on its latest Form 5500

FRANCIS FINANCIAL, INC. (EIN 20-0247051) reports FRANCIS FINANCIAL, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.9M in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full FRANCIS FINANCIAL, INC. filing — schedules, fees, and providers.

Who runs the FRANCIS FINANCIAL, INC. 401(k)?

FRANCIS FINANCIAL, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask FRANCIS FINANCIAL, INC.HR for the recordkeeper’s name and login.

How to check your FRANCIS FINANCIAL, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask FRANCIS FINANCIAL, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: FRANCIS FINANCIAL, INC. — all Form 5500 filings (EIN 20-0247051) · New York employer EIN lookup · Form 5500 search
FRANCIS FINANCIAL, INC. 401(k) Plan — Form 5500