· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FLAGSHIP ADVISORY PARTNERS LLC — FLAGSHIP ADVISORY PARTNERS LLC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923163803NAL0002673699001
FLAGSHIP ADVISORY PARTNERS LLC
Form 5500-SF
FILING_RECEIVED
FLAGSHIP ADVISORY PARTNERS LLC 401K PLAN
Defined-contribution retirement plan
Active participants
12
Accounts w/ balance
15
Plan assets (EOY)
$560K
Net assets (EOY)
$560K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FLAGSHIP ADVISORY PARTNERS LLC
.
Find decision makers
Plan sponsor
Name
FLAGSHIP ADVISORY PARTNERS LLC
EIN
85-0586230
Address
93 EXETER RD · NORTH HAMPTON, NH · 03862
Phone
(585) 485-9113
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
HEALTH-CHEX, LLC
HEALTH-CHEX, LLC 401(K) PROFIT SHARING PLAN
$560K · 3 participants
TURNKEY LOGISTICS, LLC
TURNKEY LOGISTICS, LLC RETIREMENT PLAN
$560K · 6 participants
ENDURANCE LEARNING LLC
ENDURANCE LEARNING LLC 401(K) PLAN
$560K · 7 participants
PALMETTO EHS
PALMETTO EHS 401(K) PLAN
$560K · 4 participants
COTTLES CONSULTING, INC.
COTTLES CONSULTING, INC. 401(K) PLAN
$560K · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
APECOR
APECOR CORP 401(K) PLAN
$560K · 6 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
