Francis, 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, LLC is reported as a service provider on 16 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $769,106 and reported indirect compensation totals $40,000.
Reported compensation summary
- Reported direct compensation
- $769,106
- Reported indirect compensation
- $40,000
- Total reported compensation
- $809,106
- Filings
- 16
- Plan sponsors
- 12
- Plans
- 13
- Latest filing year
- 2023
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.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| U.S. Venture, Inc. | WI | 1 | $118,797 |
| Standard Process Inc. | WI | 1 | $108,231 |
| Curt G. Joa, Inc. | WI | 1 | $92,920 |
| Serigraph, Inc. | WI | 1 | $86,950 |
| Fac Services, LLC | WI | 1 | $82,300 |
| Fiskars Brands, Inc. | WI | 1 | $80,192 |
| Quartz Health Solutions, Inc. | WI | 1 | $66,288 |
| Mra - The Management Association, Inc. | WI | 1 | $47,652 |
| St. Francis Health Services Of Morris Inc. | MN | 2 | $40,000 |
| Marquette University | WI | 1 | $36,789 |
State footprint
Plans reporting Francis, LLC are sponsored in WI (10), MN (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Standard Process Inc. | Standard Process Inc. 401k And Profit Sharing Plan | 2023 | $108,231 | not reported in the loaded dataset |
| Curt G. Joa, Inc. | Curt G. Joa, Inc. Employees Trust Fund | 2023 | $92,920 | not reported in the loaded dataset |
| Serigraph, Inc. | Serigraph, Inc. 401(K) Savings Plan | 2023 | $86,950 | $0 |
| Fac Services, LLC | Retirement Savings Plan Of Flad Affiliated Corp. | 2023 | $82,300 | not reported in the loaded dataset |
| U.S. Venture, Inc. | U.S. Venture 401(K) Retirement Savings Plan | 2023 | $73,780 | not reported in the loaded dataset |
| Fiskars Brands, Inc. | Fiskars Group 401(K) Retirement Savings Plan | 2023 | $52,093 | not reported in the loaded dataset |
| Quartz Health Solutions, Inc. | Quartz Health Solutions, Inc. 401(K) Plan | 2023 | $49,380 | not reported in the loaded dataset |
| Mra - The Management Association, Inc. | Mra - The Management Association, Inc. 401k Plan | 2023 | $47,652 | $0 |
| U.S. Venture, Inc. | U.S. Venture 401(K) Retirement Savings Plan | 2023 | $45,017 | not reported in the loaded dataset |
| Marquette University | Marquette University Retirement Plan | 2023 | $36,789 | not reported in the loaded dataset |
| Board Of Trustees Of The Wisconsin Health Fund | Wisconsin Health Fund | 2023 | $30,987 | not reported in the loaded dataset |
| Fiskars Brands, Inc. | Fiskars Group 401(K) Retirement Savings Plan | 2023 | $28,099 | not reported in the loaded dataset |
| St. Francis Health Services Of Morris Inc. | St. Francis Health Services Of Morris Employees Retirement Plan | 2023 | $0 | $27,012 |
| Cargill, Incorporated | Cargill Investment Plan | 2023 | $18,000 | not reported in the loaded dataset |
| Quartz Health Solutions, Inc. | Quartz Health Solutions, Inc. 401(K) Plan | 2023 | $16,908 | not reported in the loaded dataset |
| St Francis Health Services Of Morris Inc. | St. Francis Health Services Of Morris Tax Deferred Annuity Plan | 2023 | $0 | $12,988 |
Related Form 5500 pages
- Standard Process Inc. 401k And Profit Sharing Plan (plan 001)
- Standard Process Inc. — all reported plans
- Curt G. Joa, Inc. Employees Trust Fund (plan 001)
- Curt G. Joa, Inc. — all reported plans
- Serigraph, Inc. 401(K) Savings Plan (plan 001)
- Serigraph, Inc. — all reported plans
- Retirement Savings Plan Of Flad Affiliated Corp. (plan 001)
- Fac Services, LLC — all reported plans
- U.S. Venture 401(K) Retirement Savings Plan (plan 001)
- U.S. Venture, Inc. — all reported plans
- Fiskars Group 401(K) Retirement Savings Plan (plan 003)
- Fiskars Brands, Inc. — all reported plans
- Quartz Health Solutions, Inc. 401(K) Plan (plan 001)
- Quartz Health Solutions, Inc. — all reported plans
- Mra - The Management Association, Inc. 401k Plan (plan 003)
- Mra - The Management Association, Inc. — all reported plans
- U.S. Venture 401(K) Retirement Savings Plan (plan 001)
- Marquette University Retirement Plan (plan 001)
- Marquette University — all reported plans
- Wisconsin Health Fund (plan 501)
- Board Of Trustees Of The Wisconsin Health Fund — all reported plans
- Fiskars Group 401(K) Retirement Savings Plan (plan 003)
- St. Francis Health Services Of Morris Employees Retirement Plan (plan 003)
- St. Francis Health Services Of Morris Inc. — all reported plans
- Cargill Investment Plan (plan 013)
- Cargill, Incorporated — all reported plans
- Quartz Health Solutions, Inc. 401(K) Plan (plan 001)
- St. Francis Health Services Of Morris Tax Deferred Annuity Plan (plan 005)
- Form 5500 Schedule C explained
- Methodology
- Data sources