AUMdb

Ascent Aerospace Holdings, Llc 401(k) Plan

Sponsored by Ascent Aerospace Holdings, Llc · EIN 461243767 · Plan #001

Total assets
$90.2M
Net assets
$90.2M
Active participants
491
With balances
749

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $82,757
Creative Planning Llc Investment advisory (plan), Direct payment from the plan $76,337
National Financial Services Securities brokerage, Securities brokerage commissions $0