AUMdb

Maverick Aviation Group, Llc 401 K Savings Plan

Sponsored by Maverick Aviation Group, Llc · EIN 880336680 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
220
With balances
144

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 Income Group Llc CRD 165839 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Income Group Investment advisory (plan) $27,175
Nationwide Investment management fees (direct), Recordkeeping fees, Account maintenance fees $26,582
Norton James Retirement Services Recordkeeping $4,019