AUMdb

Heico Savings And Investment Plan

Sponsored by Heico Corporation · EIN 650341002 · Plan #001

Total assets
$1.0B
Net assets
$1.0B
Active participants
6,986
With balances
8,107

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $291,672