Plan Snapshot
- Plan Sponsor: Aircraft Services Group, INC.
- Sponsor EIN: 223484208
- Sponsor Address: 485 INDUSTRIAL AVE, TETERBORO, NJ, 07608
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $13.0M
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 | 85 | $13.0M | $571,728 | $649,877 |
| 2023 | 69 | $10.2M | $531,351 | $622,909 |
| 2022 | 80 | $8.9M | $389,792 | $603,195 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $27,601 | — | $27,601 |
| FIDELITY WORKPLACE SERVICES, LLC | Recordkeeper | $20,643 | — | $20,643 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,244
- Estimated Expense Ratio: 0.372% 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 | $48,381 | $27,738 | $2,851 | — | — |
| 2023 | $37,768 | $23,287 | — | — | — |
| 2022 | $38,457 | — | — | — | — |