AUMdb

The Flexaust/Flexadux 401(k) Profit Sharing Plan

Sponsored by The Flexaust Company, Inc. · EIN 351950597 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
316
With balances
369

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
Sym Financial Corporation CRD 107517 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sym Financial Corporation Investment advisory (participants), Investment advisory (plan), Investment management $45,021
Charles Schwab Bank Custodial (securities), Trustee (directed), Direct payment from the plan $43,898
Ascensus Llc Contract administrator, Recordkeeping, Valuation $36,760