# Aviation Capital Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/aviation-capital-group-llc-464558541-001

> Aviation Capital Group LLC's 401(k) plan: 139 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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