Aero Fulfillment Services 401(k) Plan
Sponsored by Aero Fulfillment Services Corporation · EIN 311166117 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 142
- With balances
- 104
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Servi | Recordkeeping fees | $23,750 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $18,179 |
| Trinity Pension Consultants, Inc. | Contract administrator | $1,800 |