How big is Flett Exchange, LLC's plan?

Flett Exchange, LLC's plan reported $777K in assets and 9 participants for 2024.

Original filing (PDF)20250902174230NAL0014622577001

Flett Exchange, LLC

Name: Flett Exchange, LLC — Flett Exchange, LLC Cash, Form 5500 (2024)
Creator: Flett Exchange, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Flett Exchange, LLC Cash Balance Plan

Defined-benefit pension plan · Flett Exchange, LLC's Flett Exchange, LLC Cash Balance Plan held $777K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

Plan identifiers

Flett Exchange, LLC's EIN is 20-4751441.

EIN 20-4751441

Plan number 001

Plan year 2024

ACK ID 20250902174230NAL0014622577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Flett Exchange, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Flett Exchange, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLETT EXCHANGE, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score