How big is Francis Financial Services Inc.'s plan?

Francis Financial Services Inc.'s plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260303182518NAL0005909330001

Francis Financial Services Inc.

Name: Francis Financial Services Inc. — Francis Financial, Form 5500 (2025)
Creator: Francis Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Francis Financial Services Inc. 401(k) Plan

401(k) retirement plan · Francis Financial Services Inc.'s Francis Financial Services Inc. 401(k) Plan held $1.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Francis Financial Services Inc.'s EIN is 22-3966381.

EIN 22-3966381

Plan number 001

Plan year 2025

ACK ID 20260303182518NAL0005909330001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Francis Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Francis Financial Services Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANCIS FINANCIAL SERVICES INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score