How big is Flexible Benefit Service LLC's plan?

Flexible Benefit Service LLC's plan reported $8.4M in assets and 37 participants for 2024.

Original filing (PDF)20250703100926NAL0000884592001

Flexible Benefit Service LLC

Name: Flexible Benefit Service LLC — Flexible Benefit, Form 5500 (2024)
Creator: Flexible Benefit Service LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Flexible Benefit Service LLC Retirement Savings Plan

401(k) retirement plan · Flexible Benefit Service LLC's Flexible Benefit Service LLC Retirement Savings Plan held $8.4M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan identifiers

Flexible Benefit Service LLC's EIN is 36-3590112.

EIN 36-3590112

Plan number 001

Plan year 2024

ACK ID 20250703100926NAL0000884592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Flexible Benefit Service LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Flexible Benefit Service LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

FLEXIBLE BENEFIT SERVICE LLC

EIN

all filings

Address

8770 W BRYN MAWR AVENUE SUITE 1290W · CHICAGO, IL · 60631

Phone

(847) 699-6900

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator