Plan Snapshot
- Plan Sponsor: Aviatrix Systems, INC.
- Sponsor EIN: 472104327
- Sponsor Address: 2901 TASMAN AVENUE, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $25.1M
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 | 266 | $25.1M | $988,980 | $4.4M |
| 2023 | 268 | $19.2M | $1.0M | $4.3M |
| 2022 | 294 | $12.4M | $1.4M | $5.2M |
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 |
|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS CPAS INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT AND TAX SOLUTIONS CPAS INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,232 | — | $46,232 | — | — |
| 2023 | $35,718 | — | $35,718 | — | — |
| 2022 | $26,276 | — | $26,276 | — | — |