Plan Snapshot
- Plan Sponsor: Jet Midwest, INC.
- Sponsor EIN: 481242343
- Sponsor Address: 9200 NW 112TH STREET, KANSAS CITY, MO, 641532003
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $5.5M
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 | 168 | $5.5M | $462,694 | $572,688 |
| 2023 | 119 | $4.1M | $380,702 | $599,650 |
| 2022 | 127 | $2.7M | $293,025 | $446,603 |
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 |
|---|---|---|---|---|
| M HOLDINGS SECURITIES | Other Service Provider | $18,166 | — | $18,166 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,166
- Estimated Expense Ratio: 0.329% 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 | $22,256 | $18,166 | $4,090 | — | — |
| 2023 | $17,427 | $12,492 | $4,935 | — | — |
| 2022 | $10,866 | $9,473 | $1,393 | — | — |