Air 401(k) Retirement Plan
Sponsored by Apartment Income Reit Llc · EIN 841299717 · Plan #001
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 885
- With balances
- 1,400
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,885 |
| Cook Street Consulting | Investment advisory (plan) | $25,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $22,387 |
| Customized Hr Solutions, Llc | Investment advisory (plan) | $14,738 |
| Morgan Stanley | Investment advisory (plan) | $11,250 |