Solairus Aviation 401(k) Plan
Sponsored by Sunset Aviation, Llc Dba Solairus Aviation · EIN 800319107 · Plan #001
- Total assets
- $184M
- Net assets
- $184M
- Active participants
- 1,127
- With balances
- 1,249
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 |
|---|---|---|
| Perigon Wealth Management, Llc CRD 131037 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $300,851 |
| Perigon Wealth Management, Llc | Investment management, Direct payment from the plan | $129,617 |
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $18,750 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $5,492 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,128 |