AUMdb

Mather Aviation Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Mather Aviation, Llc · EIN 680389340 · Plan #003

Total assets
$9.9M
Net assets
$9.9M
Active participants
68
With balances
96

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lpl Financial Recordkeeping, Trustee (institutional), Other services $11,182
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,245
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0