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Original filing (PDF)20251211175753NAL0007064465001
FLAGSHIP FOOD GROUP, LLC
Form 5500
FILING_RECEIVED
FLAGSHIP FOOD GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.8 mo
Active participants
295
Accounts w/ balance
265
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
97
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLAGSHIP FOOD GROUP, LLC.
Plan sponsor
Name
FLAGSHIP FOOD GROUP, LLC
EIN
26-0858508
Address
6455 S. YOSEMITE ST., SUITE 1000 · GREENWOOD VILLAGE, CO · 80111
Phone
(310) 573-8297
Industry
Professional & Technical Servicessee 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
2025-12-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $200 | — |
Investments
31 direct securities· $9.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance CompaNuveen Lifecycle Index 2040 R6 | — | — | — | $1.0M | 11.3% | |
| Empower Annuity Insurance CompaNuveen Lifecycle Index 2050 R6 | — | — | — | $944K | 10.2% | |
| Empower Annuity Insurance CompaFidelity US Bond Index | — | — | — | $810K | 8.7% | |
| Empower Annuity Insurance CompaNuveen Lifecycle Index 2055 R6 | — | — | — | $804K | 8.7% | |
| Empower Annuity Insurance CompaFidelity Total Market Index | — | — | — | $707K | 7.6% | |
| Empower Annuity Insurance CompaFidelity Total Bond K6 | — | — | — | $547K | 5.9% | |
| Empower Annuity Insurance CompaNuveen Inflation Linked Bond R6 | — | — | — | $467K | 5.0% | |
| Empower Annuity Insurance CompaPIMCO Income Instl | — | — | — | $427K | 4.6% | |
| Empower Annuity Insurance CompaEmpower Fixed Account - Series Class V | — | — | — | $408K | 4.4% | |
| Empower Annuity Insurance CompaFidelity International Index | — | — | — | $387K | 4.2% | |
| Empower Annuity Insurance CompaFidelity 500 Index | — | — | — | $378K | 4.1% | |
| Empower Annuity Insurance CompaDFA Emerging Markets Core Equity I | — | — | — | $323K | 3.5% | |
| Empower Annuity Insurance CompaNuveen Lifecycle Index 2045 R6 | — | — | — | $320K | 3.4% | |
| Empower Annuity Insurance CompaNuveen Lifecycle Index 2030 R6 | — | — | — | $261K | 2.8% | |
| Empower Annuity Insurance CompaBlackRock Advantage International K | — | — | — | $245K | 2.6% | |
| Empower Annuity Insurance CompaDFA Global Real Estate Securities | — | — | — | $213K | 2.3% | |
| Empower Annuity Insurance CompaNuveen Lifecycle Index 2060 R6 | — | — | — | $186K | 2.0% | |
| Empower Annuity Insurance CompaFidelity Mid Cap Index | — | — | — | $148K | 1.6% | |
| Empower Annuity Insurance CompaFidelity Small Cap Value Index | — | — | — | $105K | 1.1% | |
| Empower Annuity Insurance CompaFidelity Large Cap Growth Index | — | — | — | $94K | 1.0% | |
| Empower Annuity Insurance CompaFidelity Large Cap Value Index | — | — | — | $89K | 1.0% | |
| Empower Annuity Insurance CompaPARTICIPANT LOANS | — | — | — | $76K | 0.8% | |
| Empower Annuity Insurance CompaMFS Mid Cap Growth R6 | — | — | — | $75K | 0.8% | |
| Empower Annuity Insurance CompaFidelity Mid Cap Growth Index | — | — | — | $75K | 0.8% | |
| Empower Annuity Insurance CompaPIMCO RAE US Small Instl | — | — | — | $55K | 0.6% | |
| Empower Annuity Insurance CompaNuveen Lifecycle Index 2065 R6 | — | — | — | $22K | 0.2% | |
| Empower Annuity Insurance CompaJPMorgan US Equity R6 | — | — | — | $20K | 0.2% | |
| Empower Annuity Insurance CompaFidelity Small Cap Index | — | — | — | $13K | 0.1% | |
| Empower Annuity Insurance CompaFORFEITURES | — | — | — | $13K | 0.1% | |
| Empower Annuity Insurance CompaFidelity Small Cap Growth Index | — | — | — | $9K | <0.1% | |
| Empower Annuity Insurance CompaNuveen Lifecycle Index 2035 R6 | — | — | — | $7K | <0.1% |
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