AUMdb

Foreflight Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Foreflight Llc · EIN 261496133 · Plan #001

Total assets
$41.9M
Net assets
$41.9M
Active participants
434
With balances
454

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
Usi Securities, Inc. CRD 43793 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
Usi Securities Inc Investment advisory (plan), Investment management fees (direct) $61,191
Fid Inv Inst Ops Co Recordkeeping, Participant loan processing, Direct payment from the plan $46,710
Strategic Advisors, Inc. Investment advisory (plan), Investment management fees (direct) $5,924