Plan Snapshot
- Plan Sponsor: Aviation Capital Group LLC
- Sponsor EIN: 061395411
- Sponsor Address: 840 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, 926606385
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $65.7M
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 | 92 | $65.7M | $391,390 | $1.9M |
| 2023 | 94 | $59.2M | $494,523 | $1.8M |
| 2022 | 93 | $55.2M | $348,009 | $1.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $36,511 | — | $36,511 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,511
- Estimated Expense Ratio: 0.056% 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 | $36,512 | — | $36,512 | — | — |
| 2023 | $26,144 | — | $26,144 | — | — |
| 2022 | $43,450 | — | $43,450 | — | — |