Netjets Aviation, Inc. 401(k) Retirement Plan
Sponsored by Netjets Aviation, Inc. · EIN 310682096 · Plan #001
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 4,042
- With balances
- 4,511
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 |
|---|---|---|
| Independent Advisor Alliance, Llc CRD 168267 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Private Client Services, Llc CRD 120222 | deterministic · 100% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Lcg Associates, Inc. CRD 105971 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Lee Johnson Capital Management, Llc CRD 115009 | deterministic · 100% | 2024 |
| Total Investment Management, Inc. CRD 108818 | fuzzy_auto · 98% | 2024 |
| Novapoint Capital Llc CRD 173663 | deterministic · 100% | 2024 |
| Stratos Wealth Partners, Ltd CRD 153184 | deterministic · 100% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Norris Perne & French Llp CRD 104683 | fuzzy_auto · 94% | 2024 |
| Spectrum Financial Alliance, Ltd., L.L.C. CRD 125147 | fuzzy_auto · 95% | 2024 |
| Mcadam Llc CRD 170914 | deterministic · 100% | 2024 |
| Stratos Wealth Advisors Llc CRD 283816 | deterministic · 100% | 2024 |
| Hamilton Capital, Llc CRD 109116 | deterministic · 100% | 2024 |
| Frazier Financial Advisors, Llc CRD 106649 | deterministic · 100% | 2024 |
| Glassman Wealth Services, Llc CRD 151478 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Lido Advisors, Llc CRD 269866 | deterministic · 100% | 2024 |
| Demauriac Llc CRD 306542 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Mountain Capital Investment Advisors Inc CRD 156660 | fuzzy_auto · 97% | 2024 |
| Bright Road Wealth Management, Llc CRD 164408 | deterministic · 100% | 2024 |
| Whitaker Myers Wealth Managers, Ltd. CRD 286093 | fuzzy_auto · 98% | 2024 |
| New Harbor Financial Group, Llc CRD 155528 | deterministic · 100% | 2024 |
| Focus Partners Wealth, Llc CRD 159289 | deterministic · 100% | 2024 |
| Turner Capital Investments, Llc CRD 146134 | deterministic · 100% | 2024 |
| Hickey, Kyle CRD 331653 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $393,638 |
| Independent Advisor Alliance | Investment advisory (participants), Direct payment from the plan | $279,505 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $173,288 |
| Leading Edge | Investment advisory (participants), Direct payment from the plan | $77,402 |
| Private Client Services Llc | Investment advisory (participants), Direct payment from the plan | $62,289 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $55,145 |
| Lcg Associates Inc | Investment management, Direct payment from the plan | $46,556 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $27,202 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $26,803 |
| Lee Johnson Capital Management | Investment advisory (participants), Direct payment from the plan | $25,068 |
| Total Investment Management In | Investment advisory (participants), Direct payment from the plan | $24,674 |
| Novapoint Capital Llc | Investment advisory (participants), Direct payment from the plan | $19,908 |
| Stratos Wealth Partners Ltd | Investment advisory (participants), Direct payment from the plan | $19,043 |
| Gbq Partners Llc | Accounting, Direct payment from the plan | $17,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $16,420 |
| Mariner Llc | Investment advisory (participants), Direct payment from the plan | $15,472 |
| Norris Perne & French | Investment advisory (participants), Direct payment from the plan | $15,345 |
| Spectrum Financial Alliance | Investment advisory (participants), Direct payment from the plan | $14,929 |
| Mcadam Llc | Investment advisory (participants), Direct payment from the plan | $13,041 |
| Frost Brown Todd Llc | Legal, Direct payment from the plan | $13,011 |
| Stratos Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $12,537 |
| Hamilton Capital Llc | Investment advisory (participants), Direct payment from the plan | $11,980 |
| Frazier Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $10,815 |
| Glassman Wealth Services Llc | Investment advisory (participants), Direct payment from the plan | $10,616 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $10,278 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $9,688 |
| Lido Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,076 |
| Demauriac Llc | Investment advisory (participants), Direct payment from the plan | $9,006 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $8,787 |
| Mountain Capital Investment Ad | Investment advisory (participants), Direct payment from the plan | $8,778 |
| Bright Road Wealth Management | Investment advisory (participants), Direct payment from the plan | $7,995 |
| Whitaker Myers Wealth Managers | Investment advisory (participants), Direct payment from the plan | $6,487 |
| New Harbor Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $6,184 |
| Focus Partners Wealth Llc | Investment advisory (participants), Direct payment from the plan | $6,166 |
| Cwm Llc | Investment advisory (participants), Direct payment from the plan | $6,085 |
| Sns Financial Group Llc | Investment advisory (participants), Direct payment from the plan | $5,897 |
| Turner Capital Investments Llc | Investment advisory (participants), Direct payment from the plan | $5,818 |
| Hickey, Kyle | Investment advisory (participants), Direct payment from the plan | $5,723 |