FLEXIBLE PLAN INVESTMENTS LTD

CRD 110762File 801-21073

APPROVED

Retail clients

Filing as of Sep 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.48B

Above cohort median (national)

Discretionary AUM

$1.48B

Clients

9,144

10,406 accounts

Employees

Top 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Apr 12, 1984
Principal office: 3883 TELEGRAPH RD, STE 100, BLOOMFIELD HILLS, MI, 48302-1432
Phone: 800-347-3539
Website: HTTPS://FLEXIBLEPLAN.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.48B
Discretionary AUM: $1.48B
Non-discretionary AUM: $0
Discretionary accounts: 10,406
Non-discretionary accounts: 0
Total accounts: 10,406
AUM per client: $162K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$2.6M
Investment companies	14	$1.09B
Charitable organizations	25	$22.8M
High net worth individuals	737	$104.3M
Pension and profit sharing plans	33	$5.1M
State or municipal government entities	1	$1.7M
Individuals (other than high net worth individuals)	8,323	$261.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Publications
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	79	68	decreased by11
Apr 1, 2026	Clients	10,885	9,144	decreased by1,741
Apr 1, 2026	AUM	$1,536,363,862	$1,484,076,880	decreased by$52,286,982
Apr 1, 2026	Accounts	12,557	10,406	decreased by2,151
May 1, 2025 vs Oct 1, 2022	Employees	92	79	decreased by13
May 1, 2025 vs Oct 1, 2022	Clients	14,341	10,885	decreased by3,456
May 1, 2025 vs Oct 1, 2022	AUM	$2,045,795,746	$1,536,363,862	decreased by$509,431,884
May 1, 2025 vs Oct 1, 2022	Accounts	18,540	12,557	decreased by5,983
Apr 1, 2022	Employees	89	92	increased by3
Apr 1, 2022	Clients	13,265	14,341	increased by1,076
Apr 1, 2022	AUM	$1,638,081,625	$2,045,795,746	increased by$407,714,121
Apr 1, 2022	Accounts	14,655	18,540	increased by3,885
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FLEXIBLE PLAN” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FLEXIBLE PLAN” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.