Plan Snapshot
- Plan Sponsor: Daher Aircraft, INC.
- Sponsor EIN: 132898620
- Sponsor Address: 601 NE 10TH STREET, POMPANO BEACH, FL, 33060
- Plan Type: 401(k)
- Total Participants: 934
- Total Assets: $16.8M
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 | 934 | $16.8M | $1.1M | $2.8M |
| 2023 | 914 | $12.0M | $875,274 | $2.0M |
| 2022 | 500 | $7.1M | $434,233 | $990,927 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $75,792 | — | $75,792 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $62,175 | $62,175 |
| PROFESSIONAL BENEFIT SERVICES, INC | CONTRACT ADMINISTRATOR | $20,260 | $5,423 | $25,683 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,650
- Estimated Expense Ratio: 0.973% 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 | $96,052 | — | $96,052 | — | — |
| 2023 | $13,391 | — | $13,391 | — | — |
| 2022 | $6,027 | — | $6,027 | — | — |