Clay Lacy Aviation Matching 401(k) Plan
Sponsored by Clay Lacy Aviation · EIN 952653612 · Plan #006
- Total assets
- $76.7M
- Net assets
- $76.7M
- Active participants
- 720
- With balances
- 679
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $96,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $32,117 |
| Usi Advisors Inc | Investment advisory (plan) | $23,413 |