Plan Snapshot
- Plan Sponsor: M.S. Aerospace, INC.
- Sponsor EIN: 954374344
- Sponsor Address: 13928 BALBOA BLVD., SYLMAR, CA, 91342
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 217 | $15.2M | $305,123 | $526,410 |
| 2023 | 214 | $13.2M | $286,996 | $536,214 |
| 2022 | 287 | $11.5M | $312,294 | $586,975 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | OTHER FEES | $44,697 | — | $44,697 |
| USI ADVISORS,INC. | SERVICE PROVIDER | — | $24,720 | $24,720 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,417
- Estimated Expense Ratio: 0.456% 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 | $44,697 | — | $44,647 | — | — |
| 2023 | $38,645 | — | $38,545 | — | — |
| 2022 | $45,406 | — | — | — | — |