AUMdb

Northstar Aerospace (Usa) Voluntary Savings Plan

Sponsored by Heligear Acquisition Co Dba Northstar Aerospace Ch · EIN 900867867 · Plan #047

Total assets
$52.8M
Net assets
$52.8M
Active participants
299
With balances
465

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $99,163
Strategic Advisors, Inc. Investment advisory (plan) $14,188
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $9,953