Aerotec 401(k) Retirement Plan
Sponsored by Aerospace Testing Engineering & Certification, Llc · EIN 400002670 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 97
- With balances
- 174
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 |
|---|---|---|
| Centaurus Financial, Inc. CRD 30833 | deterministic · 100% | 2024 |
| Usi Securities, Inc. CRD 43793 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Plan Specialists | Consulting (pension), Consulting fees | $24,410 |
| Centaurus Financial, Inc. | Insurance agents and brokers, Investment advisory (plan) | $18,012 |
| Usi Securities, Inc. | Insurance agents and brokers, Investment advisory (plan) | $12,274 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,608 |