How big is FLC Capital Advisors' plan?

FLC Capital Advisors' plan reported $7.1M in assets and 9 participants for 2024.

Original filing (PDF)20250630162227NAL0029091346001

FLC Capital Advisors

Name: FLC Capital Advisors — FLC Capital Advisors 401(k), Form 5500 (2024)
Creator: FLC Capital Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FLC Capital Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · FLC Capital Advisors' FLC Capital Advisors 401(k) Profit Sharing Plan held $7.1M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Max Briggs signed FLC Capital Advisors' 2024 Form 5500 as plan administrator.

Max Briggs — 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

FLC Capital Advisors' EIN is 33-0726812.

EIN 33-0726812

Plan number 001

Plan year 2024

ACK ID 20250630162227NAL0029091346001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FLC Capital Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FLC Capital Advisors' plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLC CAPITAL ADVISORS.

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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