Coulson Aviation (Usa), Inc. 401(k) Plan
Sponsored by Coulson Aviation (Usa), Inc. · EIN 931039466 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 171
- With balances
- 163
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trinity Pension Group | Contract administrator | $30,476 |
| Iron Co Fid Comprehensive | Trustee (directed), Investment advisory (participants), Investment advisory (plan) | $22,848 |
| Nationwide | Recordkeeping fees | $6,352 |
| Wells Fargo Clearing Services, Llc | Trustee (directed), Investment advisory (participants), Investment advisory (plan) | $900 |
| Nationwide Life Insurance Company | Recordkeeping fees | $132 |