Flores & Associates, Llc 401(k) Profit Sharing Plan
Sponsored by Flores & Associates, Llc · EIN 561542307 · Plan #001 · Charlotte, NC
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 299
- With balances
- 327
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 |
|---|---|---|
| Faircourt Partners, Llc CRD 295508 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $32,531 |
| Faircourt Partners Llc | Investment advisory (plan) | $21,214 |