Francis Investment Counsel LLC Retirement Savings Plan

Plan nameFrancis Investment Counsel LLC Retirement Savings Plan
LocationBrookfield, Wisconsin
Asset size$6mm
# of participantsLess than 100
Business Category Investment Consulting & Participant Advice
Participation Rate91.0%
Avg Deferral Rate11.9%
# of Funds Offered17
Investment ReviewQuarterly
True-up FeatureYes
Match Vesting PeriodImmediate
EligibilityMonthly entry dates
Default Deferral Rate5%
Default InvestmentCustom TDF
Auto-EscalationYes
Systematic WithdrawalsYes
Fee EqualizationYes
Match Rate50% of first 10% of salary
% Receiving Full Match>90%
Max Employer Contribution5%–10%
Financial Education 
   Saving/BudgetingYes
   Investing strategiesYes
   Tax/Estate planningYes
   College savingYes
   Credit/Debt mgmtYes
   Retiree health costs/savings optionsYes
Recordkeeper:Milliman Inc.
Requalified plan
Note: Match rates and employer contributions are simplified for reporting purposes and may have other attributes (e.g., caps/limits, tiers, etc.) not listed here.
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