Fly Exclusive 401(k) Plan
Sponsored by Exclusive Jets, Llc Dba Fly Exclusive · EIN 383928836 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 641
- With balances
- 511
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 |
|---|---|---|
| Guardian Wealth Advisors, Llc CRD 143254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Guardian Wealth Advisors Llc | Investment advisory (plan), Direct payment from the plan | $24,011 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $16,181 |
| Fidelity Investments Inst Op Co Llc | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $3,812 |