PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FLOCKNOTE LLC
Sponsor portfolio

FLOCKNOTE LLC

EIN 46-1585804-computer software-Latest filing 2025
Plans
2
Retirement
2
$8.9M assets
Welfare
0
Participants
117
10800 GOSLING RD #130594 - SPRING, TX 77393409-208-1551flocknote.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filings
#002ESOP-$5.4M - 55 part#001401k-$3.5M - 62 part

Retirement portfolio analytics

2 plans aggregated / $8.9M assets / 117 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • EMPLOYEE STOCK OWNERSHIP (#002)61%
  • FLOCKNOTE 401(K) (#001)39%
Total $8.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FLOCKNOTE 401(K) (#001)62
  • EMPLOYEE STOCK OWNERSHIP (#002)55
Total 117Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FLOCKNOTE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.4M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FLOCKNOTE 401(K) PLAN

401k

Assets$3.5M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FLOCKNOTE EMPLOYEE STOCK OWNERSHIP PLANESOP$5.4M552025
001FLOCKNOTE 401(K) PLAN401k$3.5M622025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica