Flagship Oral Surgery Partners, Llc 401(k) Retirement Plan
Sponsored by Flagship Oral Surgery Partners, Llc · EIN 871634449 · Plan #001
- Total assets
- $32.8M
- Net assets
- $32.8M
- Active participants
- 569
- With balances
- 384
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Group Inc. | Recordkeeping, Participant loan processing, Participant communication | $61,068 |
| Commonwealth Financial Network | Investment advisory (plan) | $23,534 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $10,846 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $1,648 |