FRANCIS AND ASSOCIATES, AN ACCOUNTANCY CORPORATION
Form 5500-SF
FILING_RECEIVED
FRANCIS AND ASSOCIATES 401(K) PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score
91
/ 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
70
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANCIS AND ASSOCIATES, AN ACCOUNTANCY CORPORATION.
Plan sponsor
Name
FRANCIS AND ASSOCIATES, AN ACCOUNTANCY CORPORATION
EIN
95-4613862
Address
10351 SANTA MONICA BLVD., SUITE 270 · LOS ANGELES, CA · 90025
Phone
(310) 277-7351
Industry
CPA Offices· Professional & Technical Servicessee all
