AUMdb

Modern Aviation 401(k) Plan

Sponsored by Modern Aviation, Inc. · EIN 824451754 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
464
With balances
220

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
Hays Financial Group, Llc CRD 306877 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 $32,743
Hays Financial Group Investment advisory (plan) $29,111
Wealth Management Systems Inc Other services $0