# Avgol America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/avgol-america-inc-401k-plan

> Avgol America, INC.'s 401(k) plan: 384 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avgol America, INC.

- **Sponsor EIN:** 582626494

- **Sponsor Address:** 178 AVGOL DR, MOCKSVILLE, NC, 270282558

- **Plan Type:** 401(k)

- **Total Participants:** 384

- **Total Assets:** $14.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|384|$14.7M|$575,345|$992,835|

| 2023|265|$12.6M|$544,805|$932,895|

| 2022|260|$10.3M|$506,652|$860,763|

## 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 INSTITUTIONAL|RECORDKEEPER|$35,070|—|$35,070|

| FIRST HEARTLAND CONSULTANTS INC|ADVISOR|$31,149|—|$31,149|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FIRST HEARTLAND CONSULTANTS INC](https://planprovider.pro/provider/first-heartland-consultants-inc) — ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,219

- **Estimated Expense Ratio:** 0.451% 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|$68,470|$33,400|—|—|—|

| 2023|$58,057|$27,655|—|—|—|

| 2022|$58,632|$2,526|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/avgol-america-inc-401k-plan)

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