AUMdb

Standardaero 401 K Savings Plan

Sponsored by Standardaero Business Aviation Services, Inc. · EIN 521956503 · Plan #001

Total assets
$364M
Net assets
$364M
Active participants
4,335
With balances
3,712

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees $94,987
Ameriprise Financial Services Direct payment from the plan, Consulting fees $33,000
Cbiz Cpas P.C. Direct payment from the plan, Consulting fees $19,950