Flexcraft 401(k) Plan
Sponsored by Holocraft Corporation D/B/A Flexcraft Company · EIN 222304659 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 101
- With balances
- 125
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment advisory (plan) | $10,150 |
| Red Bank Pension Services Inc | Contract administrator | $2,100 |
| Empower Advisory Group | Investment management | $661 |
| Empower Annuity Insurance Co | Recordkeeping fees | $0 |