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Original filing (PDF)20250918082953NAL0001603491001
FLEXION, INC.
Form 5500
FILING_RECEIVED
FLEXION, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
250
Accounts w/ balance
196
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLEXION, INC..
Plan sponsor
Name
FLEXION, INC.
EIN
39-1830992
Address
811 E. WASHINGTON AVE. · SUITE 400 · MADISON, WI · 537034028
Phone
(608) 834-8600
Industry
Custom Computer Programming· 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
2025-09-18
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)
Audit & trust (Schedule H)
Auditor
BDO USA,P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISORY | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA, LLC | 71-0294708 | — | TPA | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERN FINANC. DBA CANOPY WEALTH | 82-5499775 | — | OTHER FEES | $0 | — |
| VOYA RETIREMENT INS. AND ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
38 direct securities · 2 pooled funds· $32.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$16.3M
2 holdings
Uncategorized
$15.9M
37 holdings
Pooled Separate Accounts
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15.9M | 97.1% | |
| Vanguard 500 Index Fund Adm | — | — | — | $3.1M | 18.7% | |
| Voya Index Solution Inc P Z 582 * Voya Intermediate Bond Fund R6 | — | — | — | $1.5M | 9.3% | |
| Vanguard LifeStrat Grw Fd Inv | — | — | — | $1.5M | 9.0% | |
| Voya Index Solution 2050 P Z | — | — | — | $887K | 5.4% | |
| Voya Index Solution 2045 P Z | — | — | — | $870K | 5.3% | |
| Vanguard Tot Int Stk In F Adm | — | — | — | $856K | 5.2% | |
| Vanguard Growth Index Fund Adm | — | — | — | $685K | 4.2% | |
| Voya Index Solution 2035 P Z | — | — | — | $532K | 3.3% | |
| Vanguard Wellesley Inc Fnd Adm | — | — | — | $518K | 3.2% | |
| Invesco Divrsd Dividend Fnd R6 | — | — | — | $489K | 3.0% | |
| American Funds AMCAP Fund R6 | — | — | — | $423K | 2.6% | |
| GENERAL ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $407K | 2.5% | |
| Vanguard Small-Cap Index Fnd Adm | — | — | — | $389K | 2.4% | |
| American Funds EuroPacific R6 | — | — | — | $310K | 1.9% | |
| Voya Index Solution 2055 P Z | — | — | — | $304K | 1.9% | |
| Voya Index Solution 2060 P Z | — | — | — | $302K | 1.8% | |
| Voya Index Solution 2040 P Z | — | — | — | $291K | 1.8% | |
| Victory Sycmr Est Vl Fd R6 | — | — | — | $286K | 1.7% | |
| DFA US Targeted Vl Port Ins | — | — | — | $272K | 1.7% | |
| Vanguard LifeStrat Cns Gr Fd Inv | — | — | — | $260K | 1.6% | |
| Vanguard LifeStrat Md Grw Fd Inv | — | — | — | $258K | 1.6% | |
| PIMCO Income Fund Ins | — | — | — | $224K | 1.4% | |
| American Funds Nw Prspctv R6 | — | — | — | $209K | 1.3% | |
| Vanguard Mid-Cap Vl Indx Fund Adm | — | — | — | $180K | 1.1% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $179K | 1.1% | |
| Neuberg Berm Sus Equ Fd R6 | — | — | — | $171K | 1.0% | |
| DFA Infl-Prot Sec Port Ins | — | — | — | $151K | 0.9% | |
| American Funds New World R6 | — | — | — | $128K | 0.8% | |
| DFA Real Estate Secs Port Ins | — | — | — | $96K | 0.6% | |
| Vanguard LifeStrat Inc Fd Inv | — | — | — | $94K | 0.6% | |
| PGIM High Yield Fund R6 | — | — | — | $93K | 0.6% | |
| Eaton Vance Atl Cp SMIDCp F R6 | — | — | — | $83K | 0.5% | |
| Voya Index Solution 2065 P Z | — | — | — | $83K | 0.5% | |
| Voya Index Solution 2025 P Z | — | — | — | $72K | 0.4% | |
| Participant loans Interest rates range from 9.00% to 9.50% $-0- | — | — | — | $72K | 0.4% | |
| JP Morgan SmCp Growth Fnd R6 | — | — | — | $59K | 0.4% | |
| American Beacon Intl Equity R5 | — | — | — | $31K | 0.2% | |
| Voya Index Solution 2030 P Z | — | — | — | $21K | 0.1% | |
| Alliance Bernstein Global Bond Fund Z | Pooled Separate Accounts | — | — | $15K | <0.1% |
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