How big is Flagship Advisory Partners LLC's plan?

Flagship Advisory Partners LLC's plan reported $560K in assets and 12 participants for 2024.

Original filing (PDF)20250923163803NAL0002673699001

Flagship Advisory Partners LLC

Name: Flagship Advisory Partners LLC — Flagship Advisory, Form 5500 (2024)
Creator: Flagship Advisory Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Flagship Advisory Partners LLC 401(k) Plan

Defined-contribution retirement plan · Flagship Advisory Partners LLC's Flagship Advisory Partners LLC 401(k) Plan held $560K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$560K

Net assets (EOY)

$560K

Plan identifiers

Flagship Advisory Partners LLC's EIN is 85-0586230.

EIN 85-0586230

Plan number 001

Plan year 2024

ACK ID 20250923163803NAL0002673699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Flagship Advisory Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Flagship Advisory Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 ADVISORY PARTNERS 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