AUMdb

Rotorcraft Leasing 401 K Plan

Sponsored by Rotorcraft Leasing Company, Llc · EIN 721281944 · Plan #001

Total assets
$14.6M
Net assets
$14.6M
Active participants
211
With balances
213

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
Qualified Plan Advisory, Llc CRD 135324 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Qualified Plan Advisors Investment advisory (plan) $20,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $9,205