Netjets Inc. 401(k) Plan
Sponsored by Netjets Inc. · EIN 510383060 · Plan #001
- Total assets
- $836M
- Net assets
- $836M
- Active participants
- 3,191
- With balances
- 4,102
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 |
|---|---|---|
| Lcg Associates, Inc. CRD 105971 | deterministic · 100% | 2024 |
| Whitaker Myers Wealth Managers, Ltd. CRD 286093 | fuzzy_auto · 98% | 2024 |
| Abound Wealth Management, Llc CRD 285903 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Hamilton Capital, Llc CRD 109116 | deterministic · 100% | 2024 |
| Mission Wealth Management, Lp CRD 113057 | deterministic · 100% | 2024 |
| Asset Dedication, Llc CRD 151988 | 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 | $212,738 |
| Lcg Associates Inc | Investment management, Direct payment from the plan | $43,444 |
| Whitaker Myers Wealth Managers | Investment advisory (participants), Direct payment from the plan | $16,803 |
| Gbq Partners Llc | Accounting, Direct payment from the plan | $16,000 |
| Abound Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $12,151 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $11,619 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $10,764 |
| Hamilton Capital Llc | Investment advisory (participants), Direct payment from the plan | $8,110 |
| Mission Wealth Management Lp | Investment advisory (participants), Direct payment from the plan | $5,809 |
| Asset Dedication Llc | Investment advisory (participants), Direct payment from the plan | $5,573 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,956 |