Plan Snapshot
- Plan Sponsor: Bombardier Aerospace (Holdings) Usa INC.
- Sponsor EIN: 475222722
- Sponsor Address: P.O BOX 7707, WICHITA, KS, 672777707
- Plan Type: 401(k)
- Total Participants: 2,509
- Total Assets: $593.5M
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. |
|---|---|---|---|---|
| 2024 | 2,509 | $593.5M | $16.6M | $22.6M |
| 2023 | 2,261 | $531.9M | $14.3M | $19.7M |
| 2022 | 2,078 | $458.5M | $12.1M | $17.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $329,811 | — | $329,811 |
| ERNST & YOUNG LLP | Auditor | $56,976 | — | $56,976 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $21,930 | — | $21,930 |
| STATE STREET GLOBAL ADVISORS T | Other Service Provider | $7,939 | — | $7,939 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- ERNST & YOUNG LLP — Auditor
- GOLDMAN SACHS ASSET MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $416,656
- Estimated Expense Ratio: 0.070% 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 | $467,345 | $125,169 | $56,976 | $57,548 | — |
| 2023 | $563,469 | $282,249 | $25,581 | — | — |
| 2022 | $277,445 | $12,150 | — | — | $56,567 |