Plan Snapshot
- Plan Sponsor: Dillon Aero, INC.
- Sponsor EIN: 860647449
- Sponsor Address: 8009 E DILLONS WAY, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 159 | $11.7M | $391,772 | $864,538 |
| 2023 | 146 | $10.8M | $342,464 | $779,157 |
| 2022 | 144 | $8.9M | $419,664 | $894,796 |
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 |
|---|---|---|---|---|
| TULL FORSBERG & OLSON PLC | 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 | $30,754 | $6,420 | — | — | — |
| 2023 | $21,585 | $2,708 | — | — | — |
| 2022 | $21,781 | $2,128 | — | — | — |