Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
FLORES & FOLEY, LLC
EIN 56-2195464information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
44
1536 CASTLE HAYNE ROAD - WILMINGTON, NC 28401910-371-1400LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 44 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FLORES & FOLEY, LLC CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FLORES & FOLEY, LLC 401(K) PLAN
401k
Assets$1.3M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FLORES & FOLEY, LLC CASH BALANCE PLAN | CashBalance | $3.2M | 16 | 2025 | |
| 001 | FLORES & FOLEY, LLC 401(K) PLAN | 401k | $1.3M | 28 | 2024 |
Retirement plans