Plan Snapshot
- Plan Sponsor: Air Methods LLC
- Sponsor EIN: 840915893
- Sponsor Address: 5500 S QUEBEC ST,, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 4,913
- Total Assets: $633.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4,913 | $633.9M | $18.8M | $44.1M |
| 2023 | 4,725 | $553.3M | $17.9M | $41.0M |
| 2022 | 4,817 | $463.2M | $18.1M | $39.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $407,656 | — | $407,656 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $61,388 | — | $61,388 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $469,044
- Estimated Expense Ratio: 0.074% of plan assets
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 | $469,044 | $407,656 | $3,600 | — | — |
| 2023 | $342,748 | $412,175 | $7,500 | $3,906 | — |
| 2022 | $330,234 | $408,615 | — | — | — |