Epic Aircraft Llc 401(k) Plan
Sponsored by Epic Aircraft Llc · EIN 900815120 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 486
- With balances
- 605
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment management, Shareholder servicing fees | $37,625 |
| Nationwide | Shareholder servicing fees | $2,179 |
| Nationwide Retirement Plans | Recordkeeping fees, Recordkeeping, Other fees | $702 |
| Wells Fargo Advisors | Investment management, Shareholder servicing fees | $0 |
| Raymond James Financial Services In | Investment management, Shareholder servicing fees | $0 |