Original filing (PDF)20250527110939NAL0003937923001

FLOCK FINANCIAL, LLC

Name: FLOCK FINANCIAL, LLC — FLOCK FINANCIAL, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FLOCK FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

FLOCK FINANCIAL, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$596K

Net assets (EOY)

$596K

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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FLOCK FINANCIAL, LLC

EIN

80-0934105all filings

Address

400 GALLERIA PARKWAY · SUITE 1720 · ATLANTA, GA · 30339

Phone

(770) 644-0859

Industry