# Francisco Partners Management, LP 401(k) Plan
Source: https://planprovider.pro/companies/francisco-partners-management-lp-401k-plan

> Francisco Partners Management, LP's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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