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Original filing (PDF)20250918142911NAL0001842576001
FLAGZONE, LLC
Form 5500
FILING_RECEIVED
FLAGZONE, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
86
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLAGZONE, LLC.
Plan sponsor
Name
FLAGZONE, LLC
EIN
23-3025634
Address
105 A INDUSTRIAL DRIVE · GILBERTSVILLE, PA · 195250526
Phone
(610) 367-9900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL RPCP | 04-3046611 | — | NONE | $20K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
32 direct securities · 1 pooled fund· $5.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.6M
32 holdings
Common Collective Trust
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.2M | 21.0% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $991K | 17.6% | |
| Vanguard Information Tech Index ETF Vanguard 0 | — | — | — | $935K | 16.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $453K | 8.0% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $255K | 4.5% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $233K | 4.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $202K | 3.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $188K | 3.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $160K | 2.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $159K | 2.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $148K | 2.6% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 848 PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $117K | 2.1% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $73K | 1.3% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $70K | 1.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $67K | 1.2% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $61K | 1.1% | |
| BlackRock Emerging Markets K BlackRock 0 | — | — | — | $48K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $45K | 0.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $44K | 0.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $34K | 0.6% | |
| DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $29K | 0.5% | |
| BlackRock 80/20 Target Alloc K BlackRock 0 579 BlackRock 40/60 Target Alloc K BlackRock 0 | — | — | — | $22K | 0.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $21K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $20K | 0.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $18K | 0.3% | |
| Vanguard Health Care Index Adm Vanguard 0 825 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $17K | 0.3% | |
| GG CIT III FOR METLIFE GAC 25554 J GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $14K | 0.3% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $8K | 0.1% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | — | — | — | $6K | 0.1% | |
| Vanguard Energy Index Adm Vanguard 0 | — | — | — | $3K | <0.1% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $2K | <0.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $2K | <0.1% |
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