Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Flexpath Strategies LLC
Flexpath Strategies LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $96,711
Assets of those plans
$418,915,272
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$96,711
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 99 | Other fees | 14 |
| 27 | Investment advisory (plan) | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The 401(k) Plan | Pentegra Services | $192,114,031 | 9,306 | $6,309 |
| Healthnet, Inc. 401(k) Plan | Healthnet | $32,887,628 | 728 | $15,527 |
| Purvis Systems, Inc. Retirement Plan | Purvis Systems | $28,775,450 | 323 | $13,974 |
| Houston EAR Nose & Throat Clinic 401(k) Profit Sharing Plan | Houston EAR Nose & Throat Clinic | $26,981,310 | 172 | $12,098 |
| AXA Assistance USA, Inc. 401(k) Plan | AXA Assistance USA | $26,450,712 | 334 | $11,827 |
| Fee, Smith & Sharp, LLP 401(k) Plan | Fee Smith & Sharp | $19,115,411 | 185 | $8,573 |
| The TSG PEP | Pentegra Services | $18,951,212 | 487 | $661 |
| Compass Mortgage, Inc. 401(k) Plan | Compass Mortgage | $16,716,206 | 153 | $5,702 |
| Affordable Engineering Services, Inc. 401(k) Plan | Affordable Engineering Services | $15,876,000 | 428 | $3,166 |
| MP Global Products, LLC 401(k) Plan | MP Global Products | $7,761,268 | 127 | $3,469 |
| Metson Marine Services, Inc. 401(k) Plan & Trust | Metson Marine Services | $6,965,630 | 196 | $3,070 |
| B & J Group Retirement Plan | B & J Specialty | $5,357,881 | 123 | $2,247 |
| Wentwood Companies 401(k) Plan | Wentwood Companies | $5,212,259 | 182 | $2,243 |
| Mfoc Holdco, Inc. 401(k) Retirement Savings Plan | Mfoc Holdco | $3,704,275 | 96 | $2,319 |
| International School of Louisiana 401(k) Plan | International School of Louisiana | $3,270,855 | 229 | $1,275 |
| Medzed, LLC 401k PS Plan | Medzed | $3,128,860 | 131 | $1,497 |
| Spencer Construction 401(k) Plan | Spencer Construction | $3,043,388 | 176 | $1,578 |
| The Family 401(k) Plan | Denco Family | $2,602,896 | 622 | $1,176 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.