# Aero Gear, INC. 401(k) Plan
Source: https://planprovider.pro/companies/aero-gear-inc-401k-plan

> Aero Gear, INC.'s 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aero Gear, INC.

- **Sponsor EIN:** 061053693

- **Sponsor Address:** 1050 DAY HILL ROAD, WINDSOR, CT, 06095

- **Plan Type:** 401(k)

- **Total Participants:** 156

- **Total Assets:** $18.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|156|$18.6M|$145,121|$903,379|

| 2023|147|$16.7M|$148,984|$871,634|

| 2022|144|$14.0M|$132,607|$786,453|

## 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|

| BOBROW & COMPANY|SERVICE PROVIDER|$23,291|—|$23,291|

| PENSION CONSULTANTS, INC.|TPA|$2,400|$8,729|$11,129|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOBROW & COMPANY](https://planprovider.pro/provider/bobrow-and-company-pc) — SERVICE PROVIDER

- [PENSION CONSULTANTS, INC.](https://planprovider.pro/provider/pension-consultants-inc) — TPA

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,420

- **Estimated Expense Ratio:** 0.185% of plan assets

### 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|$30,836|—|—|$23,291|—|

| 2023|$24,848|—|—|$17,772|—|

| 2022|$19,468|—|$3,228|—|$16,240|

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