· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FLOURISH AGENDA, INC. — FLOURISH AGENDA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250811220241NAL0007596257004
FLOURISH AGENDA, INC.
Form 5500-SF
FILING_RECEIVED
FLOURISH AGENDA 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
28
Plan assets (EOY)
$621K
Net assets (EOY)
$621K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FLOURISH AGENDA, INC.
.
Find decision makers
Plan sponsor
Name
FLOURISH AGENDA, INC.
EIN
33-0488726
Address
66 FRANKLIN ST. · SUITE 300 · OAKLAND, CA · 94607
Phone
(510) 575-0542
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
LUDWICK FAMILY FOUNDATION
LUDWICK FAMILY FOUNDATION 403(B) TAX-DEFERRED ANNUITY PLAN
$622K · 1 participants
POTOMAC APPALACHIAN TRAIL CLUB, INC
POTOMAC APPALACHIAN TRAIL CLUB 403(B) TAX DEFERRED ANNUITY PLAN
$622K · 9 participants
ALABAMA CATTLEMENS ASSOCIATION
ALABAMA CATTLEMEN'S ASSOCIATION 401(K) PLAN
$621K · 10 participants
4-C COMMUNITY COORDINATED CHILD CARE
4-C COMMUNITY COORDINATED CHILD CARE 403(B) PLAN
$622K · 37 participants
ANTHONY WAYNE AREA COUNCIL
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
403(B) THRIFT PLAN FOR EMPLOYEES OF ANTHONY WAYNE AREA COUNCIL BOY SCOUTS OF AMERICA
$622K · 2 participants
THEIR PLACE
THEIR PLACE SAFE HARBOR 403(B) PLAN
$621K · 292 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
