Aviation Training Consulting Retirement Savings Plan
Sponsored by Aviation Training Consulting, Llc · EIN 731621006 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 71
- With balances
- 101
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (participants) | $17,773 |
| John Hancock Life Insurance (U.S.A) | Recordkeeping, Investment management, Sub-transfer agency fees | $2,123 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $7.9M | 71 | ack 20251010090622NAL0004087219001 |
| 01/01/2021 | $5.4M | 109 | ack 20250910095340NAL0035323744001 |