Plan Snapshot
- Plan Sponsor: Alatus Aerosystems
- Sponsor EIN: 952110814
- Sponsor Address: 423 BERRY WAY, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $55,198 | $0 |
| 2023 | 28 | $14.4M | $0 | $203,812 |
| 2022 | 83 | $14.4M | $10,034 | $375,353 |
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 |
|---|---|---|---|---|
| INTRUST BANK | SERVICE PROVIDER | $76,306 | — | $76,306 |
| WINDES, INC. | Auditor | $49,500 | — | $49,500 |
| THE VANGUARD GROUP, INC. | SERVICE PROVIDER | $37,582 | — | $37,582 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — Auditor
- THE VANGUARD GROUP, INC. — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,388
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 | $110,799 | — | — | $49,500 | — |
| 2023 | $65,121 | $65,121 | — | — | — |
| 2022 | $61,401 | — | $61,401 | — | — |