AUMdb

Air Canada U.S. Tax Incentive Savings Plan

Sponsored by Air Canada · EIN 131394887 · Plan #002

Total assets
$54.7M
Net assets
$37.2M
Active participants
807
With balances
934

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Towers Watson Investment Services Consulting (general) $135,822
Strategic Advisors, Inc. Investment advisory (plan) $28,283
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $9,206