Plan Snapshot
- Plan Sponsor: Bombardier Aerospace (Holdings) Usa INC.
- Sponsor EIN: 475222722
- Sponsor Address: PO BOX 7707, WICHITA, KS, 67277
- Plan Type: DB
- Total Participants: 988
- Total Assets: $497.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 988 | $497.6M | $32.3M | $0 |
| 2023 | 975 | $488.9M | $26.7M | $0 |
| 2022 | 982 | $439.1M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $989,392 | — | $989,392 |
| J.P. MORGAN CHASE & CO. | Recordkeeper | $175,773 | — | $175,773 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | Investment Advisor | $157,404 | — | $157,404 |
| KPMG LLP | Auditor | $96,580 | — | $96,580 |
| ERNST & YOUNG LLP | Auditor | $66,833 | — | $66,833 |
| BOFAML SECURITIES, INC. | Other Service Provider | — | $34,916 | $34,916 |
| RBC DEXIA INVESTOR SERVICES | Other Service Provider | $15,938 | — | $15,938 |
| BUCK GLOBAL, LLC | Other Service Provider | $9,990 | — | $9,990 |
| FOULSTON | Other Service Provider | $7,233 | — | $7,233 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- J.P. MORGAN CHASE & CO. — Recordkeeper
- GOLDMAN SACHS ASSET MANAGEMENT, LP — Investment Advisor
- KPMG LLP — Auditor
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,554,059
- Estimated Expense Ratio: 0.312% 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 | $5,065,365 | $157,404 | — | $66,833 | — |
| 2023 | $4,998,711 | $84,238 | — | $64,701 | — |
| 2022 | $7,240,629 | $1,873,967 | — | — | $1,431,080 |