Plan Snapshot
- Plan Sponsor: Aviation Training Consulting, LLC
- Sponsor EIN: 731621006
- Sponsor Address: 3540 SOUTH BOULEVARD, EDMOND, OK, 73013
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $7.9M
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 | 71 | $7.9M | $295,100 | $651,441 |
| 2023 | 62 | $6.3M | $420,377 | $764,240 |
| 2022 | 89 | $5.0M | $352,709 | $768,074 |
| 2021 | 109 | $5.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE (U.S.A) | Recordkeeper | $2,123 | $25,735 | $27,858 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $17,773 | — | $17,773 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE (U.S.A) — Recordkeeper
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,631
- Estimated Expense Ratio: 0.580% 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 | $21,798 | $17,773 | $2,123 | — | — |
| 2023 | $18,049 | — | $18,049 | — | — |
| 2022 | $5,249 | $2,910 | $2,339 | — | — |
| 2021 | $5,429 | $1,002 | $4,427 | — | — |