Del Leftwich signed Flournoy Development Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flournoy Development Group, LLC's EIN is 82-3103114.
Download the official 2024 Form 5500 (PDF) for Flournoy Development Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flournoy Development Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | — | NONE | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Vang Target Ret 2030 | Mutual Funds | — | — | $4.3M | 16.0% | |
| Vanguard Vang Target Ret 2040 | Mutual Funds | — | — | $2.8M | 10.3% | |
| Vanguard Vang 500 Index Adm | Common Collective Trusts | — | — | $2.6M | 9.7% | |
| Vanguard Vang Target Ret 2020 | Mutual Funds | — | — | $2.5M | 9.3% | |
| Prudential Guaranteed Interest Guaranteed income fund | Other securities | — | — | $2.1M | 7.8% | |
| Vanguard Vang Target Ret 2035 | Mutual Funds | — | — | $1.8M | 6.8% | |
| Vanguard Vang Target Ret 2025 | Mutual Funds | — | — | $1.8M | 6.6% | |
| Vanguard Vang Target Ret 2050 | Mutual Funds | — | — | $1.7M | 6.2% | |
| Vanguard Vang Target Ret 2045 | Mutual Funds | — | — | $1.6M | 5.9% | |
| T. Rowe Price Trp Large-Cap Grth I | Other securities | — | — | $1.4M | 5.1% | |
| Vanguard Vang Target Ret 2055 | Mutual Funds | — | — | $797K | 3.0% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $602K | 2.2% | |
| Vanguard Vang Target Ret 2060 | Mutual Funds | — | — | $467K | 1.7% | |
| Victory S Estb Val I | Other securities | — | — | $455K | 1.7% | |
| Vanguard Vang Tot Intl Stk Ad | Mutual Funds | — | — | $454K | 1.7% | |
| to 8.50%; cost $0 | Bonds / Notes | — | — | $228K | 0.8% | |
| Vanguard Vang Sm Cap Idx Adm | Common Collective Trusts | — | — | $214K | 0.8% | |
| Vanguard Vang Target Ret Inc | Mutual Funds | — | — | $197K | 0.7% | |
| Vanguard Vang Target Ret 2065 | Mutual Funds | — | — | $179K | 0.7% | |
| American Funds Af Europac Growth R6 | Mutual Funds | — | — | $150K | 0.6% | |
| Vanguard Vang Windsor Adm | Mutual Funds | — | — | $131K | 0.5% | |
| Vanguard Vang Tot Bd Mkt Adm | Mutual Funds | — | — | $97K | 0.4% | |
| Fidelity Fid Govt Mmkt | Mutual Funds | — | — | $73K | 0.3% | |
| American Beacon Abf Sm Cap Val R6 | Other securities | — | — | $57K | 0.2% | |
| Vanguard Vang Midcap Idx Adm | Common Collective Trusts | — | — | $53K | 0.2% | |
| Vanguard Vang Target Ret 2070 | Mutual Funds | — | — | $49K | 0.2% | |
| Principal Pif Mid Cap Grth I | Other securities | — | — | $42K | 0.2% | |
| Vanguard Vang St Inf Ps Idx A | Common Collective Trusts | — | — | $39K | 0.1% | |
| Year Transferred Late to the Plan Not Corrected Outside VFCP PTE 2002-51 2024 37,626 0 | Other securities | — | — | $38K | 0.1% | |
| Vanguard Vang Inst Trea Idx Adm | Common Collective Trusts | — | — | $18K | <0.1% | |
| Principal Pif Smcp Grth I R6 | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS TRUST COMPANY | 58-2146977 | — | NONE | $44K | — |