Plan Snapshot
- Plan Sponsor: Firefly Aerospace INC.
- Sponsor EIN: 815194980
- Sponsor Address: 1320 ARROW POINT DR, CEDAR PARK, TX, 78613
- Plan Type: 401(k)
- Total Participants: 665
- Total Assets: $23.5M
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 | 665 | $23.5M | $2.3M | $4.8M |
| 2023 | 636 | $15.4M | $1.6M | $3.4M |
| 2022 | 441 | $8.4M | $1.1M | $2.3M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $105,725 | — | $105,725 |
| CREATIVE PLANNING HOLDCO, LLC | Investment Advisor | $47,378 | — | $47,378 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- CREATIVE PLANNING HOLDCO, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,103
- Estimated Expense Ratio: 0.652% 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 | $153,104 | $43,379 | — | — | — |
| 2023 | $61,399 | — | — | — | — |
| 2022 | $38,605 | — | — | — | — |