FRANCISCO & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score
89
/ 100
Grade A
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
62
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANCISCO & ASSOCIATES INC..
Plan sponsor
Name
FRANCISCO & ASSOCIATES INC.
EIN
68-0461509
Address
5963 LA PLACE COURT, SUITE 110 · CARLSBAD, CA · 92008
Phone
(925) 867-3400
Industry
Engineering Services· Professional & Technical Servicessee all