Aerodyne Industries Llc 401 K Profit Sharing Plan
Sponsored by Aerodyne Industries Llc · EIN 205783057 · Plan #001
- Total assets
- $70.1M
- Net assets
- $70.1M
- Active participants
- 787
- With balances
- 820
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Ann Ins Co | Recordkeeping fees | $204,925 |
| Ubs Financial Services | Investment advisory (plan) | $90,867 |
| Florida Retirement Consultants | Contract administrator, Recordkeeping, Participant loan processing | $9,265 |
| Assurance Dimensions | Accounting | $8,000 |