FLEXIBLE PLAN INVESTMENTS LTD

CRD 110762File 801-21073

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 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://QUANTIFIEDFUNDS.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
Aug 12, 2026	Registration	—	APPROVED

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.