Plan Snapshot
- Plan Sponsor: Hawker Pacific Aerospace
- Sponsor EIN: 953528840
- Sponsor Address: 11240 SHERMAN WAY, SUN VALLEY, CA, 91352
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $19.8M
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 | 52 | $19.8M | $268,918 | $991,098 |
| 2023 | 273 | $22.2M | $421,223 | $1.2M |
| 2022 | 242 | $19.9M | $325,335 | $1.1M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $18,531 | — | $18,531 |
| GGF, LLP | ACCOUNTANT | $16,094 | — | $16,094 |
| GREEN HASSON JANKS LLP | Auditor | $16,094 | — | $16,094 |
| CAPTRUST | CONSULTANT | $8,170 | — | $8,170 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREEN HASSON JANKS LLP — Auditor
- CAPTRUST — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,889
- Estimated Expense Ratio: 0.297% 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 | $42,795 | $8,170 | — | $16,094 | — |
| 2023 | $28,580 | $7,103 | — | — | — |
| 2022 | $34,103 | — | — | — | — |