Aero Industries, Inc. 401(k) Plan
Sponsored by Aero Industries, Inc. · EIN 351273299 · Plan #003
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 203
- With balances
- 232
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $26,137 |
| Shepherd Financial Investment | Investment advisory (plan), Consulting fees | $20,113 |