AUMdb

Continental Aerospace Technologies, Inc. 401(k) Plan

Sponsored by Continental Aerospace Technologies, Inc. · EIN 943412775 · Plan #001

Total assets
$22.2M
Net assets
$22.2M
Active participants
173
With balances
276

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Regions Bank Investment management $31,739
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $31,341
Strategic Advisors, Inc. Investment advisory (plan) $5,681