AUMdb

Grant Aviation, Inc. 401(k) Profit Sharing Plan

Sponsored by Grant Aviation, Inc. · EIN 920041471 · Plan #002

Total assets
$2.6M
Net assets
$2.5M
Active participants
331
With balances
125

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
Alera Investment Advisors, Llc CRD 287906 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nwps, Inc Consulting (general), Recordkeeping fees, Account maintenance fees $11,290
Alera Investment Advisors, Llc Investment advisory (participants), Investment advisory (plan), Investment management $11,096