JOSH Benoit signed Flow Companies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flow Companies, LLC's EIN is 56-2121218.
Download the official 2024 Form 5500 (PDF) for Flow Companies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flow Companies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK INST TRUST | 56-0223230 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Freedom Blend 2035 Fund - Class K6 | Mutual Funds | — | — | $6.2M | 16.0% | |
| Fidelity Freedom Blend 2040 Fund - Class K6 | Mutual Funds | — | — | $5.3M | 13.6% | |
| Fidelity Freedom Blend 2045 Fund - Class K6 | Mutual Funds | — | — | $3.3M | 8.4% | |
| Fidelity Freedom Blend 2030 Fund - Class K6 | Mutual Funds | — | — | $3.1M | 8.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 6.1% | |
| Fidelity Freedom Blend 2050 Fund - Class K6 | Mutual Funds | — | — | $2.3M | 5.9% | |
| Fidelity Freedom Blend 2020 Fund - Class K6 | Mutual Funds | — | — | $2.2M | 5.7% | |
| Fidelity Freedom Blend 2025 Fund - Class K6 | Mutual Funds | — | — | $1.8M | 4.6% | |
| Fidelity Freedom Blend 2055 Fund - Class K6 | Mutual Funds | — | — | $1.8M | 4.5% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $1.7M | 4.4% | |
| Vanguard Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $1.1M | 2.7% | |
| December 2029 | Other securities | — | — | $990K | 2.5% | |
| Baird Aggregate Bond Func Class Institutional | Other securities | — | — | $913K | 2.3% | |
| T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $742K | 1.9% | |
| Cash Equivalents Federated Hermes Government obligations fund | Cash / Money Market | — | — | $726K | 1.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $721K | 1.8% | |
| Fidelity Freedom Blend 2060 Fund - Class K6 | Mutual Funds | — | — | $617K | 1.6% | |
| Hood River Small-Cap Growth Institutional | Other securities | — | — | $471K | 1.2% | |
| Fidelity Freedom Blend 2065 Fund - Class K6 | Mutual Funds | — | — | $437K | 1.1% | |
| Vanguard Strategic Equity Fund Investor Shares | Mutual Funds | — | — | $428K | 1.1% | |
| Fidelity Freedom Blend 2015 Fund - Class K6 | Mutual Funds | — | — | $323K | 0.8% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $303K | 0.8% | |
| Delaware Emerging Markets Fund Class R6 | Other securities | — | — | $288K | 0.7% | |
| Investment Funds BrokerageLink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $210K | 0.5% | |
| Morningstar Mid-Cap Value Fund - Class R6 | Other securities | — | — | $198K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $137K | 0.4% | |
| Vanguard Mid-Cap Index Admiral Shares | Mutual Funds | — | — | $112K | 0.3% | |
| Fidelity Freedom Blend 2010 Fund - Class K6 | Mutual Funds | — | — | $65K | 0.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $58K | 0.1% | |
| BlackRock High Yield Bond Portfolio Class K | Other securities | — | — | $42K | 0.1% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $39K | <0.1% | |
| JP Morgan Undiscovered Managers Behavioral Value Fund 218 Cohen & Steers Real Estate Securities | Other securities | — | — | $38K | <0.1% | |
| Invesco Oppenheimer International Growth Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $14K |
| — |
