Plan Snapshot
- Plan Sponsor: Kellstrom Commercial Aerospace, INC.
- Sponsor EIN: 020617973
- Sponsor Address: 450 MEDINAH ROAD, ROSELLE, IL, 60172
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 119 | $14.9M | $443,508 | $728,874 |
| 2023 | 116 | $13.1M | $380,232 | $718,790 |
| 2022 | 105 | $11.6M | $360,803 | $643,298 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITHBARNEY LLC | INVESTMENT ADVISOR | $33,397 | — | $33,397 |
| CLIFTONLARSONALLEN LLP | Auditor | $3,679 | — | $3,679 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITHBARNEY LLC — INVESTMENT ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,076
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 |
|---|---|---|---|---|---|
| 2025 | $3,754 | — | — | $3,679 | — |
| 2024 | $31,954 | $33,397 | — | — | — |
| 2023 | $22,254 | $22,976 | — | — | — |
| 2022 | $23,097 | — | — | — | — |