Sponsor portfolio
FLAGSHIP WEALTH ADVISORS, LLC
EIN 47-4426777Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$186K assets
Welfare
0
Participants
5
301 EDGEWATER PL STE 400 - WAKEFIELD, MA 01880800-631-9997flagshipwealthadvisors.comLinkedIn1-10 employees
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FLAGSHIP WEALTH ADVISORS, LLC 401(K) PLAN | 401k | $186K | 5 | 2025 |
Retirement plans