Pursuit Aerospace 401(k) Plan
Sponsored by Ppw Aero Buyer, Inc. D/B/A Pursuit Aerospace · EIN 921351892 · Plan #001
- Total assets
- $153M
- Net assets
- $153M
- Active participants
- 1,803
- With balances
- 2,344
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $92,124 |
| Rbc Wealth Management | Investment advisory (plan) | $42,925 |
| Uhy Llp | Accounting | $29,725 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $19,803 |
| Robinson & Cole Llp | Legal | $6,174 |