AUMdb

Virgin Galactic, Llc 401(k) Plan

Sponsored by Virgin Galactic, Llc · EIN 842252157 · Plan #001

Total assets
$101M
Net assets
$101M
Active participants
741
With balances
1,176

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $57,033
Raymond James & Associates,Inc Investment advisory (plan) $50,000
Strategic Advisors, Inc. Investment advisory (plan) $29,119