Plan Snapshot
- Plan Sponsor: Aeroseal, LLC
- Sponsor EIN: 161610439
- Sponsor Address: 225 BYERS ROAD, SUITE 1, MIAMISBURG, OH, 45342
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $9.3M
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 | 269 | $9.3M | $969,940 | $1.4M |
| 2023 | 206 | $6.8M | $806,292 | $1.2M |
| 2022 | 174 | $4.2M | $556,016 | $875,627 |
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 |
|---|---|---|---|---|
| FLAGEL, HUBER, FLAGEL & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FLAGEL, HUBER, FLAGEL & COMPANY — 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 | $10,780 | — | $10,780 | — | — |
| 2023 | $6,085 | — | $6,085 | — | — |
| 2022 | $9,136 | — | $9,016 | — | $120 |