Mainline Aviation 401(k) Plan
Sponsored by Mainline Aviation Llc · EIN 832466726 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 1,318
- With balances
- 243
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $16,037 |
| Transamerica Fin. Life Ins. Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $9,981 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $8,332 |
| Raymond James & Associates Inc. | Investment advisory (plan) | $5,535 |
| Transamerica Trust Company | Trustee (institutional) | $33 |