Plan Snapshot
- Plan Sponsor: Avantus Aerospace, INC.
- Sponsor EIN: 800795414
- Sponsor Address: 29101 THE OLD ROAD, SANTA CLARITA, CA, 91355
- Plan Type: 401(k)
- Total Participants: 466
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 466 | $14.1M | $475,113 | $1.1M |
| 2023 | 355 | $12.6M | $330,114 | $973,037 |
| 2022 | 347 | $10.8M | $373,914 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INST. | INVESTMENT ADVISOR / RECORDKEEPER | $68,766 | — | $68,766 |
| ACTUARIAL BENEFITS CORP | OTHER SERVICES | $21,661 | — | $21,661 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST. — INVESTMENT ADVISOR / RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,427
- Estimated Expense Ratio: 0.642% 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 | $94,379 | $50,182 | $1,200 | — | — |
| 2023 | $82,416 | $47,396 | — | — | — |
| 2022 | $91,152 | $345 | — | — | — |