Flatiron Construction Corp. 401(k) Profit Sharing Plan
Sponsored by Flatiron Construction Corp. · EIN 043147491 · Plan #004
- Total assets
- $261M
- Net assets
- $261M
- Active participants
- 1,572
- With balances
- 2,203
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $251,980 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $86,909 |
| Usi Advisors Inc. | Investment advisory (plan) | $64,491 |
| Cliftonlarsonallen Llp | Accounting | $30,713 |
| Sherman & Howard | Legal | $7,133 |