Skywest, Inc. Employees' Retirement Plan
Sponsored by Skywest, Inc. · EIN 870292166 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 15,517
- With balances
- 12,750
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Ciovacco Capital Management Llc CRD 125071 | deterministic · 100% | 2024 |
| Elite Wealth Management, Inc. CRD 132122 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Mountain Capital Investment Advisors Inc CRD 156660 | fuzzy_auto · 97% | 2024 |
| Saint Francis Capital, Llc CRD 165376 | deterministic · 100% | 2024 |
| Townsquare Capital, Llc CRD 288576 | deterministic · 100% | 2024 |
| Diversify Wealth Management, Llc CRD 329878 | fuzzy_auto · 98% | 2024 |
| Ignite Planners Llc CRD 289797 | deterministic · 100% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $476,703 |
| Soltis Investment Advisors | Investment management, Direct payment from the plan | $45,000 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $32,160 |
| Tanner Llc | Accounting, Direct payment from the plan | $29,504 |
| Ciovacco Capital Management | Investment advisory (participants), Direct payment from the plan | $21,930 |
| Elite Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $17,861 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $15,774 |
| Mountain Capital Investment Ad | Investment advisory (participants), Direct payment from the plan | $12,503 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $11,316 |
| Soltis Investment Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,503 |
| Saint Francis Capital Llc | Investment advisory (participants), Direct payment from the plan | $7,769 |
| Townsquare Capital Llc | Investment advisory (participants), Direct payment from the plan | $7,639 |
| Diversify Wealth Management Ll | Investment advisory (participants), Direct payment from the plan | $6,939 |
| Ignite Planners Llc | Investment advisory (participants), Direct payment from the plan | $6,606 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $6,322 |
| Flexible Plan Investments Ltd | Investment advisory (participants), Direct payment from the plan | $5,895 |