Duke Aerial, Inc. 401(k) Plan
Sponsored by Duke Aerial, Inc. · EIN 431893892 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 273
- With balances
- 230
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $1,787 |
| Principal Securities Inc | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $17.0M | 273 | ack 20250623090704NAL0005822801001 |
| 01/01/2021 | $12.8M | 213 | ack 20250206074707NAL0011311409001 |