AUMdb

Flagship Holding Profit Sharing And 401(k) Plan

Sponsored by Flagship Enterprises Holding · EIN 921160337 · Plan #001

Total assets
$27.9M
Net assets
$27.9M
Active participants
1,867
With balances
994

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $114,880
Three Bell Capital Llc Recordkeeping, Trustee (institutional), Other services $38,402
Pensionmark Financial Group, Llc Recordkeeping, Trustee (institutional), Other services $11,016
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0