Flat Branch Mortgage, Inc. Plan Retirement Savings Plan
Sponsored by Flat Branch Mortgage, Inc. · EIN 202746596 · Plan #002
- Total assets
- $75.3M
- Net assets
- $75.3M
- Active participants
- 615
- With balances
- 464
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $93,730 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $31,174 |
| Principal Financial Group | Contract administrator, Recordkeeping fees | $19,885 |