AUMdb

Flexivan Leasing 401(k) Plan

Sponsored by Flexi Van Leasing, Llc · EIN 131985646 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
216
With balances
176

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities Investment advisory (plan) $7,358
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,895

Filing history

Plan year Assets Participants Source
06/01/2024 $13.6M 216 ack 20251010105346NAL0007987153001
01/01/2024 $44.1M 6 ack 20251014121527NAL0003897632002