AUMdb

Flippo Construction Company, Inc. Savings & Retirement Plan

Sponsored by Flippo Construction Company, Inc · EIN 520936945 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
130
With balances
127

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $37,146
Kestra Advisory Services, Llc Investment advisory (plan), Direct payment from the plan $24,516