Plan Snapshot
- Plan Sponsor: Aero Simulation, INC.
- Sponsor EIN: 592354016
- Sponsor Address: 8720 EAST SLIGH AVE., TAMPA, FL, 33610
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $34.4M
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 | 195 | $34.4M | $993,274 | $1.9M |
| 2023 | 185 | $30.3M | $895,023 | $1.7M |
| 2022 | 152 | $24.8M | $1.8M | $1.5M |
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 |
|---|---|---|---|---|
| KELLY PARTNERS (FRS) ATTEST SERVICE | Auditor | — | — | $0 |
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 | $20,667 | $20,667 | — | — | — |
| 2023 | $18,341 | $18,341 | — | — | — |
| 2022 | $18,604 | $18,604 | — | — | — |