AUMdb

Aero Group Holdings 401(k) Profit Sharing Plan & Trust

Sponsored by Aero Group Holdings · EIN 822796674 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
150
With balances
143

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Richard Fisher Jr Investment advisory (participants) $14,717