AUMdb

China Airlines, Ltd 401(k) Thrift Plan

Sponsored by China Airlines, Ltd · EIN 942389159 · Plan #001

Total assets
$72.7M
Net assets
$72.7M
Active participants
261
With balances
408

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 Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sageview Advisory Group, Llc Investment advisory (plan) $45,000
Pension Assurance Llp Accounting $12,500
Empower Annuity Insurance Company O Recordkeeping fees $3,684