Plan Snapshot
- Plan Sponsor: Breeze Aviation Group, INC
- Sponsor EIN: 822644964
- Sponsor Address: 6340 S 3000 E SUITE 500, COTTONWOOD HEIGHTS, UT, 84121
- Plan Type: 401(k)
- Total Participants: 2,061
- Total Assets: $40.7M
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 | 2,061 | $40.7M | $6.3M | $8.9M |
| 2023 | 1,497 | $20.4M | $3.1M | $6.1M |
| 2022 | 875 | $8.6M | $1.7M | $3.3M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — 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 | $135,479 | $63,479 | $72,000 | — | — |
| 2023 | $75,968 | $15,566 | $60,402 | — | — |
| 2022 | $20,686 | — | — | — | $20,686 |