Western Global Airlines 401(k) Profit Sharing Plan
Sponsored by Western Global Airlines, Inc. · EIN 300769265 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 290
- With balances
- 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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Foundational Capital Management, Llc CRD 327089 | fuzzy_auto · 93% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Planned Retirement Consultants & A | Investment advisory (plan) | $24,236 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $22,090 |
| Pace Fiduciary Services. Llc. | Consulting (general) | $18,575 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $17,544 |
| Fountainhead Capital Management Llc | Investment advisory (plan) | $16,705 |
| Hallowell 401(k) Assurance, Llc. | Accounting | $11,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,490 |