AUMdb

Lmi Aerospace, Inc. Profit Sharing And Savings Plan And Trust

Sponsored by Lmi Aerospace, Inc. · EIN 431309065 · Plan #002

Total assets
$89.3M
Net assets
$89.2M
Active participants
1,218
With balances
1,729

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
Fiduciary Advisors, Llc CRD 104189 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $138,227
Fiduciary Advisors, Inc Investment management, Direct payment from the plan $44,000
Forvis Mazars, Llp Accounting, Direct payment from the plan $19,635