# Aviation Capital Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/aviation-capital-group-llc-401k-plan

> Aviation Capital Group LLC's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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