Flatley Management Company LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Flatley Management Company LLC
  • Sponsor EIN: 263667851
  • Sponsor Address: 45 BRAINTREE HILL PARK, SUITE 300, BRAINTREE, MA, 02184
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $17.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$17.7M$577,761$438,299
202325$16.9M$503,902$423,222
202225$14.1M$438,795$386,321

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