How big is Flagship Wealth Advisors, LLC's plan?

Flagship Wealth Advisors, LLC's plan reported $186K in assets and 5 participants for 2025.

Original filing (PDF)20260428220440NAL0009826529045

Flagship Wealth Advisors, LLC

Name: Flagship Wealth Advisors, LLC — Flagship Wealth, Form 5500 (2025)
Creator: Flagship Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Flagship Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Flagship Wealth Advisors, LLC's Flagship Wealth Advisors, LLC 401(k) Plan held $186K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

Plan identifiers

Flagship Wealth Advisors, LLC's EIN is 47-4426777.

EIN 47-4426777

Plan number 001

Plan year 2025

ACK ID 20260428220440NAL0009826529045

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Flagship Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Flagship Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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