AUMdb

Field Aerospace Retirement Savings Plan

Sponsored by Field Aviation, Inc. · EIN 980511513 · Plan #002

Total assets
$23.9M
Net assets
$23.9M
Active participants
163
With balances
160

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
Financial Consultants & Advisory Corporation CRD 113390 fuzzy_auto · 98% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Financial Consultants & Advisory Investment advisory (plan) $21,668
Strategic Advisors, Inc. Investment advisory (plan) $5,887
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,475