Plan Snapshot
- Plan Sponsor: Avairpros Services, INC
- Sponsor EIN: 593425908
- Sponsor Address: 3555 KRAFT ROAD, UNIT 300, NAPLES, FL, 341055047
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $19.7M
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 | 187 | $19.7M | $539,950 | $1.1M |
| 2023 | 176 | $16.9M | $531,845 | $1.2M |
| 2022 | 159 | $14.9M | $480,352 | $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 |
|---|---|---|---|---|
| MERRILL LYNCH | INVESTMENT ADVISOR | $38,524 | — | $38,524 |
| DS & B, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — INVESTMENT ADVISOR
- DS & B, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,524
- Estimated Expense Ratio: 0.196% 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 | $78,802 | $38,568 | $3,125 | — | — |
| 2023 | $70,013 | $32,798 | $3,040 | — | — |
| 2022 | $67,408 | $31,246 | $34,512 | — | $1,650 |