Plan Snapshot
- Plan Sponsor: Allied Aviation Services, INC.
- Sponsor EIN: 133846270
- Sponsor Address: P.O. BOX 15770, SARASOTA, FL, 342771770
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $33.3M
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 | 184 | $33.3M | $503,595 | $1.2M |
| 2023 | 190 | $32.9M | $524,288 | $1.2M |
| 2022 | 189 | $29.0M | $495,133 | $1.1M |
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 |
|---|---|---|---|---|
| DAVIS, WARD & HOCHMAN, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $45,480 | — | — | — | — |
| 2023 | $42,597 | — | — | — | — |
| 2022 | $40,567 | — | — | — | — |