Francis Investment Counsel — 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 is reported as a service provider on 12 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $596,575 and reported indirect compensation totals $43,430.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$640KDirect + indirect, across loaded filings$640,005
Plans served12
Plan sponsors10
Filings12
Direct vs. indirect compensation
Direct compensation$596.6K
Indirect compensation$43.4K

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 compensation23%Olmsted Medical Center
Top state share of plans92%WI
Plan sponsors served10
By reported compensation

Top plan sponsors by reported compensation

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

  1. 1
    MN · 1 plan(s)
  2. 2
    WI · 3 plan(s)
  3. 3
    WI · 1 plan(s)
  4. 4
    WI · 1 plan(s)
  5. 5
    WI · 1 plan(s)
  6. 6
  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

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

  1. 1
    WI11 plan(s)
  2. 2
    MN1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Olmsted Medical CenterOlmsted Medical Center Retirement Savings Plan2023$145,522not reported in the loaded dataset
Regal Ware, Inc.Regal Consolidated Profit Sharing Trust2023$69,818not reported in the loaded dataset
Jacsten Holdings, LLCJacsten Holdings, LLC 401(K) Plan2023$59,240not reported in the loaded dataset
Zilber Ltd.Zilber Ltd. Employee Savings Plan2023$57,554not reported in the loaded dataset
Primex Inc.Primex, Inc. And Affiliates Profit Sharing And 401(K) Plan And Trust2023$55,000not reported in the loaded dataset
Regal Ware, Inc.Regal Ware, Inc. Profit Sharing Plan2023$45,548not reported in the loaded dataset
Group Health Cooperative Of South Central WisconsinGroup Health Cooperative Of South Central Wisconsin 403(B) Plan2023$45,304not reported in the loaded dataset
Hydrite Chemical Co.Chemical Employees' 401(K) Plan2023$0$43,430
Marquette UniversityMarquette University Retirement Plan2023$43,069not reported in the loaded dataset
Brady CorporationBrady Funded Retirement Plan2023$35,000not reported in the loaded dataset
Regal Ware, Inc.Regal Ware, Inc. Bargaining Unit Employees' Profit Sharing Plan2023$24,270not reported in the loaded dataset
Greenheck Fan CorporationGreenheck Fan Corporation 401(K) & Savings Plan2023$16,250not reported in the loaded dataset

Related Form 5500 pages