Elevate Aviation Group Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Elevate Aviation Group Llc · EIN 921188000 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 124
- With balances
- 231
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Usi Securities, Inc. CRD 43793 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Securities Inc. | Investment advisory (participants) | $16,168 |
| Paychex, Inc. | Recordkeeping | $14,858 |
| Cetera Investment Advisers Llc | Investment advisory (participants) | $14,200 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $5,955 |