How big is Flett Exchange LLC's plan?

Flett Exchange LLC's plan reported $306K in assets and 6 participants for 2024.

Original filing (PDF)20250610165452NAL0024964496001

Flett Exchange LLC

Name: Flett Exchange LLC — Flett Exchange LLC 401(k) Plan, Form 5500 (2024)
Creator: Flett Exchange LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Flett Exchange LLC 401(k) Plan

401(k) retirement plan · Flett Exchange LLC's Flett Exchange LLC 401(k) Plan held $306K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

Michael Flett signed Flett Exchange LLC's 2024 Form 5500 as plan administrator.

Michael Flett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Flett Exchange LLC's EIN is 20-4751441.

EIN 20-4751441

Plan number 002

Plan year 2024

ACK ID 20250610165452NAL0024964496001

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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score