Plan Snapshot
- Plan Sponsor: Air Wisconsin Airlines LLC
- Sponsor EIN: 391767281
- Sponsor Address: W6390 CHALLENGER DRIVE, SUITE 203, APPLETON, WI, 54914
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $12.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $12.3M | $89,050 | $274,701 |
| 2023 | 119 | $12.2M | $101,248 | $282,718 |
| 2022 | 161 | $11.3M | $108,262 | $337,131 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | Investment Advisor | $21,093 | — | $21,093 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $19,369 | — | $19,369 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,462
- Estimated Expense Ratio: 0.329% 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 | $40,299 | $21,093 | — | — | — |
| 2023 | $45,564 | $26,144 | — | — | — |
| 2022 | $37,281 | $21,975 | — | — | — |