AUMdb

Flagg Bicycle Group, Llc 401 K Plan

Sponsored by Flagg Bicycle Group, Llc · EIN 882054757 · Plan #001

Total assets
$86.3M
Net assets
$86.3M
Active participants
703
With balances
1,049

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
Christensen Group Financial, Llc CRD 318144 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $12,855
Christensen Group Financial Investment advisory (plan) $12,500
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$121,947