Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Novak Francella LLC
Most often reported for accounting and auditing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 156 retirement plans with 100 or more participants reported paying Novak Francella LLC $5,000 or more. Those plans cover 1,016,020 participant records, and the service most often reported is accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $6.0M. Per plan, the median was $17.85 per participant, with the middle half of plans between $6.56 and $36.97. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (41), Pennsylvania (29) and New Jersey (27).
In 2009 it appeared on 65 such filings; in 2024, 174 (up 168%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $6.56 | $17.85 | $36.97 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.09% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Legacy Plan of the National Retirement Fund | BD of Trustees-Legacy Plan of the National Retirement Fund | NY | 184,550 | $1.83B | $252K |
| International Painters and Allied Trades Industry Pension Plan | Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees | MD | 95,494 | $4.44B | $420K |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | MA | 71,322 | $9.08B | $122K |
| UFCW International Union-Industry Variable Annuity Pension Plan | Trustees of the UFCW International Union - Industry Variable Annuity P | IL | 51,639 | $300M | $35K |
| International Brotherhood of Trade Unions Local 713 Annuity Fund | Board of Trustees Local 713 Annuity Fund | NY | 50,911 | $33.8M | $29K |
| Adjustable Plan of the National Retirement Fund | BD of Trustees-Adjustable Plan of the National Retirement Fund | NY | 45,017 | $161M | $94K |
| International Painters and Allied Trades Industry Annuity Plan | Intl Painters & Allied Trades Ind. Pension Fund- | MD | 25,947 | $635M | $71K |
| UFCW Local 1262 & Employers Pension Fund | Trustees UFCW Local 1262 Pension Fund | NJ | 25,701 | $999M | $55K |
| Central Pennsylvania Teamsters Defined Benefit Plan | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 25,602 | $1.49B | $62K |
| Teamsters Pension Trust Fund of Philadelphia & Vic | Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI | NJ | 24,600 | $2.48B | $85K |
| The Retirement Plan of the Amalgamated Insurance Fund | Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund | NY | 18,793 | −$852M | $28K |
| Local 338 Retirement Fund | Trustees Local 338 Retirement Fund | NY | 17,068 | $604M | $58K |
| Local 338 Annuity Fund | Board of Trustees Local 338 Annuity Fund | NY | 13,890 | $60.7M | $8,500 |
| UFCW Local 342 Savings and 401(k) Plan | Board of Trustees UFCW Local 342 Savings and 401(k) | NY | 12,041 | $124M | $39K |
| Iue-Cwa Pension Plan | Trustees of Iue- Cwa AFL-CIO Pension Fund | NY | 11,832 | $472M | $54K |
| International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware | International Union of Operating Eng. JT Annuity FD of Eastern Pennsyl | PA | 11,768 | $562M | $47K |
| Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan | Board of Trustees-Htl. & Rest. Emp. LO.25&HTL Assn | MD | 11,610 | $357M | $47K |
| New England Electrical Workers Money Purchase Plan and Trust | New England Electrical Workers Money Purchase Plan and Trust | CT | 11,013 | $868M | $72K |
| Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity | Pension Fund for Hospital and Health Care Employees | PA | 10,841 | $352M | $53K |
| New Jersey Health Care Employers- Pension Plan | District 1199J-NEW Jersey Health Care Employers- | NJ | 9,907 | $255M | $90K |
| Unite Here! Local 54 Severance Fund | Jt. Bd. of Trustees of the Unite Here! Local 54 | NJ | 9,882 | $40.6M | $58K |
| Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United | Trustees of the Laundry,dry Cleaning Wo Rkers and Allied Industries Re | NY | 9,243 | $193M | $47K |
| Mid-Atlantic States District Council Participating Locals Annuity Fund | Mid-Atlantic States District Council Participating Locals Annuity Fund | VA | 8,909 | $148M | $15K |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 8,238 | $795M | $77K |
| Soft Drink and Brewery Workers Union Local 812 Retirement Fund | Board of Trustees Soft Drink and Brewery Workers | NY | 7,674 | $973M | $101K |
| Connecticut Laborers' Annuity Plan | Connecticut Laborers Annuity Fund Board of Trustees | CT | 7,097 | $274M | $27K |
| Connecticut Laborers' Pension Plan | Connecticut Laborers' Pension Fund Board of Trustees | CT | 7,019 | $600M | $48K |
| Service Employees International Union Local 32BJ, District 36 Building Operators Pension Trust Fund | BD of Tees of SEIU Local 32BJ, Dis 36 Bolr Pension Trust Fund | PA | 6,923 | $143M | $38K |
| IBEW Local Union No. 126 Retirement Plan | Trustees of IBEW Local Union No. 126 Retirement Plan | PA | 6,762 | $1.04B | $43K |
| Painters and Allied Trades District Council NO.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | MA | 6,176 | $525M | $43K |
| Hospitality Industry 401(k) Plan | Board of Trustees Hospitality Industry 401(k) Plan | MD | 5,901 | $54.0M | $12K |
| Plumbers Local Union No. 1 Employee 401(k) Savings Plan | Plumbers Local Union No. 1 Employee 401(k) Savings Plan | NY | 5,695 | $961M | $30K |
| International Union of Painters and Allied Trades District Council No. 21 Annuity Fund | International Union of Painters & Allied Trades DC No. 21 Annuity Fund | PA | 5,178 | $219M | $79K |
| IUOE Local 30 Pension Fund | BD of Trustees IUOE Local 30 Pension Fund | NY | 4,999 | $338M | $50K |
| IUOE Local 30 Annuity Fund | BD of Trustees IUOE Local 30 Annuity Fund | NY | 4,958 | $533M | $45K |
| Laborers District Council Defined Contribution Retirement Plan | Laborers District Council Defined Contribution Retirement Plan | MD | 4,767 | $4.3M | $27K |
| International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan | Local Union 98 I.B.E.W. - Trustees Profit Sharing Plan | PA | 4,631 | $1.26B | $63K |
| International Brotherhood of Electrical Workers Local Union 98 Pension Plan | Board of Trustees International Brotherh Electrical Workers Pension PL | PA | 4,626 | $623M | $83K |
| Laborers District Council Pension and Disability Trust Fund No. 2 | Laborers District Council Pension and Disability Trust Fund No. 2 | MD | 4,494 | $146M | $50K |
| Plumbers & Steamfitters 72 Defined Contrib Fund | Plumber & Steamfitters 72 Defined Contrib Fund | FL | 4,388 | $162M | $17K |
Questions and answers
How many plans does Novak Francella LLC serve?
156 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Novak Francella LLC?
The median plan reported $17.85 per participant in direct and indirect compensation (156 plans reporting an amount), or 0.03% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Accounting (including auditing) (154 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.