Wisk Aero Llc 401 K Plan
Sponsored by Wisk Aero Llc · EIN 834654304 · Plan #001
- Total assets
- $81.5M
- Net assets
- $81.5M
- Active participants
- 524
- With balances
- 625
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan), Investment management fees (direct) | $40,000 |
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $17,199 |