Plan Snapshot
- Plan Sponsor: Agustawestland Philadelphia Corp
- Sponsor EIN: 232143130
- Sponsor Address: 3050 RED LION RD, PHILADELPHIA, PA, 19114
- Plan Type: 401(k)
- Total Participants: 894
- Total Assets: $115.8M
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 | 894 | $115.8M | $4.7M | $7.2M |
| 2023 | 787 | $101.0M | $3.9M | $6.2M |
| 2022 | 706 | $84.2M | $3.7M | $5.7M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $235,020 | $155,475 | — | — | — |
| 2023 | $204,884 | $131,645 | $72,539 | — | — |
| 2022 | $218,765 | $140,232 | $76,653 | — | — |