Plan Snapshot
- Plan Sponsor: Hallmark Aviation Services, LP
- Sponsor EIN: 954217627
- Sponsor Address: 5757 W CENTURY BLVD STE 860, LOS ANGELES, CA, 90045
- Plan Type: 401(k)
- Total Participants: 1,188
- Total Assets: $22.3M
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 | 1,188 | $22.3M | $1.3M | $2.8M |
| 2023 | 1,059 | $17.9M | $1.0M | $2.2M |
| 2022 | 754 | $14.9M | $792,386 | $1.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $92,536 | — | $92,536 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $56,708 | — | $56,708 |
| PENTEGRA SERVICES INC | CONTRACT ADMIN | $26,862 | — | $26,862 |
| THOMPSON GREENSPON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMPSON GREENSPON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $176,106
- Estimated Expense Ratio: 0.790% 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 | $161,821 | — | — | — | — |
| 2023 | $110,825 | — | — | — | — |
| 2022 | $100,673 | — | $421 | — | $100,252 |