AUMdb

Flagzone, Llc 401(k) Retirement Plan

Sponsored by Flagzone, Llc · EIN 233025634 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
73
With balances
86

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Rpcp Investment advisory (plan), Direct payment from the plan $19,594
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $4,158