AUMdb

Metron Aviation, Inc. 401(k) Profit Sharing Plan

Sponsored by Metron Aviation, Inc. · EIN 311775336 · Plan #001

Total assets
$32.9M
Net assets
$32.9M
Active participants
56
With balances
115

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $40,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $19,900
Strategic Advisors, Inc. Investment advisory (plan) $6,029