AUMdb

Csi Aviation 401(k) Plan

Sponsored by Csi Aviation, Inc. · EIN 850278732 · Plan #001

Total assets
$8.6M
Net assets
$8.6M
Active participants
278
With balances
261

Plan year beginning 09/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $39,412
Wells Fargo Advisors Fin Network Investment advisory (plan), Other fees $0