· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FLEXIBLE FUNDAMENTALS, INC. — FLEXIBLE FUNDAMENTALS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519110954NAL0002535458001
FLEXIBLE FUNDAMENTALS, INC.
Form 5500-SF
FILING_RECEIVED
FLEXIBLE FUNDAMENTALS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 6.1 mo
Active participants
10
Accounts w/ balance
31
Plan assets (EOY)
$530K
Net assets (EOY)
$530K
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
76
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
FLEXIBLE FUNDAMENTALS, INC.
.
Find decision makers
Plan sponsor
Name
FLEXIBLE FUNDAMENTALS, INC.
EIN
88-2183334
Address
214 CHURCH STREET · WHITINSVILLE, MA · 01516
Phone
(508) 266-7077
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-05-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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 Educational Services plans
MONARCH CHRISTIAN SCHOOLS OF THE
MONARCH CHRISTIAN SCHOOLS OF THE SOUTH BAY - 401K PLAN
$530K · 20 participants
PARLANDO INCORPORATED
PARLANDO SCHOOL OF THE ARTS RETIREMENT TRUST
$530K · 6 participants
LAKE SUNAPEE PROTECTIVE ASSOCIATION
LAKE SUNAPEE PROTECTIVE ASSOCIATION
$529K · 7 participants
GEORGIA CHARTER SCHOOLS ASSOCIATION
GCSA 401(K) PLAN
$530K · 7 participants
INDUSTRIAL MANAGEMENT & TRAINING
IMTI 401K PLAN
100
Knocking points off
Filed 6.1 months past the 10.5-month grace window.
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.
$529K · 38 participants
THE BURKE FOUNDATION, INC.
THE BURKE FOUNDATION 401(K) PLAN
$530K · 7 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
