Plan Snapshot
- Plan Sponsor: Aero Fulfillment Services Corporation
- Sponsor EIN: 311166117
- Sponsor Address: 3900 AERO DRIVE, MASON, OH, 45040
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 142 | $5.4M | $173,897 | $338,243 |
| 2023 | 169 | $4.0M | $151,351 | $288,370 |
| 2022 | 153 | $3.2M | $151,287 | $243,835 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KATZ, SAPPER, & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER, & MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $42,829 | — | $42,829 | — | — |
| 2023 | $33,888 | — | $33,888 | — | — |
| 2022 | $34,252 | — | $34,252 | — | — |