Plan Snapshot
- Plan Sponsor: Cpi Aerostructures, INC.
- Sponsor EIN: 112520310
- Sponsor Address: 91 HEARTLAND BOULEVARD, EDGEWOOD, NY, 117178330
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $22.9M
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 | 215 | $22.9M | $225,240 | $1.2M |
| 2023 | 209 | $22.4M | $301,231 | $1.1M |
| 2022 | 213 | $19.6M | $306,994 | $1.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $97,161 | $37,756 | $59,405 | — | — |
| 2023 | $80,951 | $31,911 | $49,040 | — | — |
| 2022 | $17,558 | — | $17,558 | — | — |