Plan Snapshot
- Plan Sponsor: Aviation Capital Group LLC
- Sponsor EIN: 464558541
- Sponsor Address: 840 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, 926606385
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 139
- Total Assets: $72.5M
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. |
|---|---|---|---|---|
| 2025 | 139 | $72.5M | $0 | $0 |
| 2024 | 10 | $616,010 | $31,145 | $105,113 |
| 2023 | 8 | $490,039 | $27,029 | $95,588 |
| 2022 | 10 | $322,828 | $34,659 | $112,124 |
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 | Recordkeeper | $72,447 | $110 | $72,557 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,557
- Estimated Expense Ratio: 0.100% 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 |
|---|---|---|---|---|---|
| 2025 | $5,872,394 | — | $72,448 | — | — |
| 2024 | $84,129 | — | — | — | — |
| 2023 | $23,666 | — | — | — | — |
| 2022 | $12,577 | — | — | — | — |