AUMdb

Employer Flexible 401(k) Plan

Sponsored by Employer Flexible · EIN 274406361 · Plan #333

Total assets
$215M
Net assets
$215M
Active participants
11,224
With balances
4,861

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
Transamerica Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $1,206,173
Pinnacle Financial Services, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $176,998
Employer Flexible Hr Llc Employee (plan sponsor) $144,793
Nppg Fiduciary Services Plan administrator $132,244
360 Payroll Integration Corporation Recordkeeping, Participant loan processing, Recordkeeping fees $45,673
Templeton & Company, Llp Accounting $26,500