Francis Investment Counsel LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Francis Investment Counsel LLC is reported as a service provider on 22 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 20 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,390,095 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.4MDirect + indirect, across loaded filings$1,390,095
Plans served20
Plan sponsors20
Filings22
Direct vs. indirect compensation
Direct compensation$1.4M
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation13%Plexus Corp.
Top state share of plans85%WI
Plan sponsors served20
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Francis Investment Counsel LLC. Bars show relative scale.

  1. 1
    WI · 1 plan(s)
  2. 2
    WI · 1 plan(s)
  3. 3
    Dewitt Llp$114.7K
    WI · 1 plan(s)
  4. 4
    WI · 1 plan(s)
  5. 5
    WI · 1 plan(s)
  6. 6
    WI · 1 plan(s)
  7. 7
    WI · 1 plan(s)
  8. 8
    WI · 1 plan(s)
  9. 9
    WI · 1 plan(s)
  10. 10
    WI · 1 plan(s)
Geographic reach

State footprint

Where Francis Investment Counsel LLC appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    WI17 plan(s)
  2. 2
    MN2 plan(s)
  3. 3
    ND1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Francis Investment Counsel LLC are sponsored, by plan count.

  1. 1
    Milwaukee, WI4 plan(s)
  2. 2
    Madison, WI2 plan(s)
  3. 3
    Hettinger, ND1 plan(s)
  4. 4
    Appleton, WI1 plan(s)
  5. 5
    Kohler, WI1 plan(s)
  6. 6
    Medford, WI1 plan(s)
  7. 7
    Neenah, WI1 plan(s)
  8. 8
    Oshkosh, WI1 plan(s)
  9. 9
    Racine, WI1 plan(s)
  10. 10
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Aspirus, Inc., WI · Direct $174.1K · 2023
  2. 2
    Dewitt Llp, WI · Direct $114.7K · 2023
  3. 3
    Plexus Corp., WI · Direct $105.1K · 2023
  4. 4
    Reinhart Boerner Van Deuren, S.C., WI · Direct $102.5K · 2023
  5. 5
    Wall Family Enterprise Inc., WI · Direct $95.5K · 2023
  6. 6
    Weather Shield Mfg., Inc., WI · Direct $95.1K · 2023
  7. 7
    Silver Star Brands, Inc., WI · Direct $80.6K · Indirect $0 · 2023
  8. 8
    Plexus Corp., WI · Direct $75.9K · 2023
  9. 9
    Brakebush Brothers, Inc., WI · Direct $72.7K · 2023
  10. 10
    R & B Wagner, Inc., WI · Direct $62.2K · 2023
  11. 11
    Johnson Outdoors Inc., WI · Direct $60K · 2023
  12. 12
    Kohler Co. & Subsidiaries, WI · Direct $59.5K · 2023
  13. 13
    Engineered Components & Systems, LLC D/B/A Centromotion, WI · Direct $56.3K · 2023
  14. 14
    The Boldt Group Inc, WI · Direct $55K · 2023
  15. 15
    West River Health Service Foundation And Subsidiaries, ND · Direct $39.9K · 2023
  16. 16
    Gamber-Johnson, LLC, WI · Direct $33.6K · 2023
  17. 17
    Wisconsin Steel And Tube Corporation, WI · Direct $27.5K · 2023
  18. 18
    Apple Tree Dental, MN · Direct $25K · Indirect $0 · 2023
  19. 19
    Perlick Corporation, WI · Direct $17K · 2023
  20. 20
    Cargill, Incorporated, MN · Direct $15K · 2023
  21. 21
    Manitou America Holding, Inc., WI · Direct $11.8K · 2023
  22. 22
    Wisconsin Steel And Tube Corporation, WI · Direct $11K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Francis Investment Counsel LLC?
Public Form 5500 Schedule C filings report compensation paid to Francis Investment Counsel LLC as a plan service provider. Across loaded filings, total reported compensation is $1,390,095.
How many plans report Francis Investment Counsel LLC as a service provider?
Francis Investment Counsel LLC appears on 20 loaded plan(s) across 20 sponsor(s).

Related Form 5500 pages