Plan Snapshot
- Plan Sponsor: Aevex Aerospace, LLC
- Sponsor EIN: 815298757
- Sponsor Address: 440 STEVENS AVENUE, SUITE 150, SOLANA BEACH, CA, 92075
- Plan Type: 401(k)
- Total Participants: 628
- Total Assets: $49.7M
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 | 628 | $49.7M | $2.0M | $4.6M |
| 2023 | 594 | $41.7M | $1.5M | $3.6M |
| 2022 | 449 | $33.7M | $1.3M | $3.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $118,035 | $35,780 | $82,255 | — | — |
| 2023 | $142,416 | $34,738 | $107,678 | — | — |
| 2022 | $101,710 | $32,237 | $69,473 | — | — |