Jeffery Cusick signed Flexible Business Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flexible Business Systems' EIN is 11-2772357.
Download the official 2024 Form 5500 (PDF) for Flexible Business Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flexible Business Systems' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R.W. ROGE & COMPANY, INC. | 11-2814579 | — | INVESTMENT/FINANCIAL ADVI | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.8M | 23.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.1M | 18.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.9M | 15.9% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $1.2M | 10.0% | |
| FID US BOND IND | Registered Investment Companies | — | — | $755K | 6.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $566K | 4.8% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $540K | 4.6% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $464K | 3.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $431K | 3.6% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $284K | 2.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $246K | 2.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $221K | 1.9% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $163K | 1.4% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $81K | 0.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $54K | 0.5% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $33K | 0.3% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
