Aviagen, Inc. 401(k) Retirement Plan
Sponsored by Aviagen, Inc. · EIN 521542646 · Plan #003
- Total assets
- $142M
- Net assets
- $142M
- Active participants
- 2,096
- With balances
- 2,637
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Consulting (general) | $61,210 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $49,601 |
| Forvis Mazars | Accounting | $25,200 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$85,456 |