Plan Snapshot
- Plan Sponsor: Francisco Partners Management, LP
- Sponsor EIN: 943339666
- Sponsor Address: ONE LETTERMAN DRIVE, SAN FRANCISCO, CA, 94129
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $36.9M | $262,158 | $1.9M |
| 2023 | 117 | $31.4M | $224,679 | $1.7M |
| 2022 | 109 | $25.9M | $194,519 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $74,366 | $63,421 | — | — | — |
| 2023 | $83,034 | $70,161 | $75 | — | — |
| 2022 | $78,550 | $66,887 | — | — | $11,663 |