Flatter, Inc. 401(k) Plan
Sponsored by Flatter, Inc. · EIN 753038113 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 97
- With balances
- 108
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 |
|---|---|---|
| Financial Security Advisory Inc CRD 110746 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $16,030 |
| Financial Security Advisory Group | Investment advisory (plan) | $13,798 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |