Plan Snapshot
- Plan Sponsor: Field Aviation, INC.
- Sponsor EIN: 980511513
- Sponsor Address: 8044 MONTGOMERY ROAD #400, CINCINNATI, OH, 45236
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $23.9M
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 | 163 | $23.9M | $561,119 | $1.0M |
| 2023 | 151 | $20.8M | $575,327 | $932,651 |
| 2022 | 124 | $17.6M | $550,553 | $843,868 |
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 |
|---|---|---|---|---|
| FINANCIAL CONSULTANTS & ADVISORY | Investment Advisor | $21,668 | — | $21,668 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,887 | — | $5,887 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,555
- Estimated Expense Ratio: 0.115% 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 | $29,030 | $27,555 | — | — | — |
| 2023 | $29,020 | $21,994 | — | — | — |
| 2022 | $31,998 | $2,501 | — | — | — |