AUMdb

Fleenor Company, Inc. 401(k) Plan

Sponsored by Fleenor Company, Inc. · EIN 942616973 · Plan #002

Total assets
$12.0M
Net assets
$12.0M
Active participants
174
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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
John Hancock Life Ins. Company Recordkeeping, Investment management, Shareholder servicing fees $34,474
Raymond James Fsa Inc Investment advisory (participants) $22,995
Flynn, Shojinaga & Associates Other fees $5,275