Plan Snapshot
- Plan Sponsor: Maverick Aerospace LLC
- Sponsor EIN: 821063931
- Sponsor Address: 3718 CAPITOL AVE, CITY OF INDUSTRY, CA, 90601
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $1.8M
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 | 151 | $1.8M | $56,820 | $439,778 |
| 2023 | 127 | $1.5M | $49,676 | $371,363 |
| 2022 | 113 | $636,897 | $39,588 | $291,476 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $18,954 | — | $18,954 |
| HASKELL & WHITE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,954
- Estimated Expense Ratio: 1.043% 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 | $22,939 | $11,537 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |