What public Form 5500 filings show about the Francisco Partners Management, LP 401(k) plan — and how to find and check your own account.
Francisco Partners Management, LP (EIN 94-3339666) reports FRANCISCO PARTNERS 401(K) PLAN on its most recent Form 5500, with $36.9M in plan assets across 130 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 Francisco Partners Management, LP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Betterment, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Francisco Partners Management, LP 401(k).
