AUMdb

Top Flight Employees' 401(k) Savings Plan

Sponsored by Top Flight, Inc. · EIN 620119360 · Plan #003

Total assets
$10.4M
Net assets
$10.4M
Active participants
106
With balances
110

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
Fund Direct Advisors Inc. CRD 155363 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stanley Benefit Services Custodial (securities), Trustee (institutional), Recordkeeping fees $30,905
Fund Direct Advisors Investment advisory (plan), Other fees $14,448
Pronvest Investment management fees (direct) $8,640