Retirement Savings Plan Of Flad Affiliated Corp.
Sponsored by Fac Services, Llc · EIN 461574498 · Plan #001
- Total assets
- $384M
- Net assets
- $384M
- Active participants
- 1,399
- With balances
- 2,095
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 |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $230,317 |
| Francis Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $62,712 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |