AUMdb

Signature Aviation Usa, Llc 401(k) Plan

Sponsored by Signature Aviation Usa, Llc · EIN 593096227 · Plan #002

Total assets
$271M
Net assets
$271M
Active participants
5,539
With balances
4,189

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
Callan Llc CRD 107687 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 $239,723
Strategic Advisors, Inc. Investment advisory (plan) $80,310
Advus Financial Investment advisory (plan), Investment management $37,257
Callan Llc Investment advisory (plan) $19,000