Avi Systems, Inc. Employee Stock Ownership Plan
Sponsored by Avi Systems, Inc. · EIN 450321251 · Plan #002
- Total assets
- $399M
- Net assets
- $350M
- Active participants
- 1,191
- With balances
- 1,819
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (directed), Recordkeeping fees | $243,847 |
| Forvis, Llp | Accounting | $27,615 |
| Intellicents Investment Solutions | Investment advisory (plan) | $20,000 |
| Summit Fiduciary Group, Llc | Trustee (directed) | $8,000 |