Flagship Investment Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Flagship Investment Group, INC.
  • Sponsor EIN: 260115508
  • Sponsor Address: 3939 WEST RIDGE ROAD, SUITE A-103, ERIE, PA, 16506
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $2.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$2.6M$24,284$57,100
20235$2.3M$24,101$66,900
20225$1.8M$22,892$61,900

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