Plan Snapshot
- Plan Sponsor: Airlines Reporting Corporation
- Sponsor EIN: 521367276
- Sponsor Address: 3000 WILSON BLVD STE 300, ARLINGTON, VA, 222013862
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 470
- Total Assets: $114.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 470 | $114.8M | $0 | $0 |
| 2024 | 353 | $102.9M | $2.1M | $4.7M |
| 2023 | 343 | $91.8M | $1.8M | $4.2M |
| 2022 | 300 | $76.2M | $1.6M | $3.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $147,614 | $231 | $147,845 |
| CREATIVE PLANNING, INC. | Investment Advisor | — | $65,000 | $65,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,845
- Estimated Expense Ratio: 0.185% 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 |
|---|---|---|---|---|---|
| 2025 | $11,658,637 | — | $147,615 | — | — |
| 2024 | $140,380 | — | $140,380 | — | — |
| 2023 | $116,911 | — | $116,911 | — | — |
| 2022 | $116,055 | — | $116,055 | — | — |