Aero Air, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Aero Air, Llc · EIN 931244163 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 208
- With balances
- 280
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 |
|---|---|---|
| Phillips And Company Advisors Llc CRD 167214 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $32,386 |
| Phillips & Company Advisors Llc | Investment advisory (plan) | $31,579 |
| Aero Air Llc | Other fees | $28,550 |