Aero Test Group 401(k) Profit Sharing Plan And Trust
Sponsored by Aero Test Group · EIN 381894836 · Plan #001
- Total assets
- $24.6M
- Net assets
- $24.6M
- Active participants
- 133
- With balances
- 221
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $26,116 |
| Royal Alliance Associates, Inc. | Recordkeeping, Consulting (pension), Direct payment from the plan | $23,883 |
| Securities America, Inc. | Consulting fees, Trustee (institutional), Other services | $22,192 |
| Erisa Fiduciary Services Inc. | Recordkeeping, Trustee (institutional), Other services | $8,900 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |