Flexera Software Llc 401(k) Plan
Sponsored by Flexera Software Llc · EIN 262093996 · Plan #001
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 491
- With balances
- 788
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $50,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,933 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $26,951 |