# Duncan Aviation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/duncan-aviation-inc-401k-plan

> Duncan Aviation, INC.'s 401(k) plan: 2,985 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Duncan Aviation, INC.

- **Sponsor EIN:** 470461109

- **Sponsor Address:** LINCOLN MUNICIPAL AIRPORT, LINCOLN, NE, 68501

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

- **Total Participants:** 2,985

- **Total Assets:** $446.1M

## 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|2,985|$446.1M|$6.8M|$22.7M|

| 2023|2,914|$388.8M|$7.1M|$21.6M|

| 2022|2,727|$320.3M|$5.2M|$18.5M|

## 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|

| JOHN HANCOCK|RETAINED BY CLIENT|$338,245|—|$338,245|

| DA DAVIDSON|RETAINED BY CLIENT|$90,000|—|$90,000|

| FORVIS LLP|RETAINED BY CLIENT|$16,300|—|$16,300|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY CLIENT

- [FORVIS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — RETAINED BY CLIENT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $444,545

- **Estimated Expense Ratio:** 0.100% 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|$444,545|$110,601|$317,644|$16,300|—|

| 2023|$496,177|$102,730|$377,847|$15,600|—|

| 2022|$448,204|$98,568|$334,636|—|$15,000|

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