How big is Flock Financial, LLC's plan?

Flock Financial, LLC's plan reported $596K in assets and 4 participants for 2024.

Original filing (PDF)20250527110939NAL0003937923001

Flock Financial, LLC

Name: Flock Financial, LLC — Flock Financial, LLC 401(k), Form 5500 (2024)
Creator: Flock Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Flock Financial, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Flock Financial, LLC's Flock Financial, LLC 401(k) Profit Sharing Plan held $596K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$596K

Net assets (EOY)

$596K

People on this filing

Jeffrey Shaver signed Flock Financial, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Shaver — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Flock Financial, LLC's EIN is 80-0934105.

EIN 80-0934105

Plan number 001

Plan year 2024

ACK ID 20250527110939NAL0003937923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Flock Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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

Plan sponsor

Name

FLOCK FINANCIAL, LLC

EIN

all filings

Address

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

Phone

(770) 644-0859

Industry

Finance & Insurance

Plan administrator