Plan Snapshot
- Plan Sponsor: Aero Industries, INC.
- Sponsor EIN: 351273299
- Sponsor Address: 4243 W BRADBURY AVE, INDIANAPOLIS, IN, 462415253
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $7.8M
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 | 203 | $7.8M | $299,036 | $594,294 |
| 2023 | 193 | $6.3M | $167,453 | $551,401 |
| 2022 | 210 | $5.6M | $125,483 | $456,409 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — 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 | $25,784 | $20,113 | $5,671 | — | — |
| 2023 | $22,906 | $17,347 | $5,559 | — | — |
| 2022 | $11,480 | — | $11,480 | — | — |