Plan Snapshot
- Plan Sponsor: Aviat U.S., INC.
- Sponsor EIN: 770016028
- Sponsor Address: 200 PARKER DRIVE, AUSTIN, TX, 78728
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $85.9M
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 | 301 | $85.9M | $1.2M | $3.2M |
| 2023 | 288 | $84.2M | $1.1M | $3.0M |
| 2022 | 266 | $70.0M | $660,053 | $2.6M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.017% 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 | $26,612 | $20,880 | — | $14,500 | — |
| 2023 | $33,675 | $18,097 | — | $14,000 | — |
| 2022 | $36,852 | $16,820 | — | — | — |