Heico Holding, Inc. 401(k) Plan
Sponsored by Heico Holding, Inc. · EIN 361622665 · Plan #003
- Total assets
- $437M
- Net assets
- $437M
- Active participants
- 5,714
- With balances
- 5,830
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 | Direct payment from the plan, Float revenue, Other investment fees and expenses | $234,336 |
| Ubs Financial Services, Inc. | Investment advisory (plan), Direct payment from the plan | $116,573 |