Republic Airways Holdings Inc. 401(k) Plan
Sponsored by Republic Airways Holdings Inc. · EIN 061449146 · Plan #001
- Total assets
- $578M
- Net assets
- $578M
- Active participants
- 6,342
- With balances
- 6,911
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
| Summit Global Investments, Llc CRD 157091 | deterministic · 100% | 2024 |
| Mountain Capital Investment Advisors Inc CRD 156660 | fuzzy_auto · 97% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 94% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | 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 | $337,152 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $74,192 |
| Morningstar Inc | Investment management, Direct payment from the plan | $16,208 |
| Summit Global Investments Llc | Investment advisory (participants), Direct payment from the plan | $12,259 |
| Mesirow Financial Investment | Investment management, Direct payment from the plan | $8,830 |
| Mountain Capital Investment Ad | Investment advisory (participants), Direct payment from the plan | $8,339 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $5,610 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,747 |