# Continental Aerospace Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/continental-aerospace-technologies-inc-401k-plan-001

> Continental Aerospace Technologies, INC.'s 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Continental Aerospace Technologies, INC.

- **Sponsor EIN:** 943412775

- **Sponsor Address:** 2039 S. BROAD STREET, MOBILE, AL, 36615

- **Plan Type:** 401(k)

- **Total Participants:** 173

- **Total Assets:** $22.2M

## 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|173|$22.2M|$379,514|$1.1M|

| 2023|170|$21.8M|$478,258|$1.0M|

| 2022|155|$18.2M|$443,563|$907,012|

## 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|

| REGIONS BANK|ADVISOR|$31,739|—|$31,739|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$31,341|—|$31,341|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,681|—|$5,681|

| SMITH, DUKES & BUCKALEW, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [SMITH, DUKES & BUCKALEW, LLP](https://planprovider.pro/provider/smith-dukes-and-buckalew-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $68,761

- **Estimated Expense Ratio:** 0.310% 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|$68,761|$21,297|—|—|—|

| 2023|$76,286|$33,892|—|$12,000|—|

| 2022|$84,972|$6,365|—|—|—|

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