# Flagship Investment Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/flagship-investment-group-inc-plan

> Flagship Investment Group, INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4|$2.6M|$24,284|$57,100|

| 2023|5|$2.3M|$24,101|$66,900|

| 2022|5|$1.8M|$22,892|$61,900|

## Similar Plans

- [Sml Financial Services PC](https://planprovider.pro/companies/sml-financial-services-pc-plan) — 5 participants

- [Fuhrman Management Assoc](https://planprovider.pro/companies/fuhrman-management-assoc-401k-plan) — 6 participants

- [Boenning & Scattergood, INC.](https://planprovider.pro/companies/boenning-scattergood-inc-401k-plan) — 0 participants

- [Aviso Financial LLC](https://planprovider.pro/companies/aviso-financial-llc-401k-plan) — 18 participants

- [Connors Investor Services, INC.](https://planprovider.pro/companies/connors-investor-services-inc-plan) — 19 participants

- [Fragasso Financial Advisors, INC.](https://planprovider.pro/companies/fragasso-financial-advisors-inc-plan) — 39 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/flagship-investment-group-inc-plan)

© 2026 PlanProvider.Pro