Plan Snapshot
- Plan Sponsor: Menzie'S Aviation (Usa), INC.
- Sponsor EIN: 231707864
- Sponsor Address: 3500 WILLIAM D. TATE AVE., GRAPEVINE, TX, 76051
- Plan Type: 401(k)
- Total Participants: 10,235
- Total Assets: $81.8M
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. |
|---|---|---|---|---|
| 2024 | 10,235 | $81.8M | $3.6M | $6.7M |
| 2023 | 5,724 | $69.7M | $2.9M | $5.5M |
| 2022 | 13,237 | $59.9M | $2.6M | $5.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $117,563 | — | $117,563 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $101,891 | — | $101,891 |
| NOVA 401(K) ASSOCIATES | CONTRACT ADMIN | $61,120 | — | $61,120 |
| EMPOWER ADVISORY GROUP LLC | INVESTMENT MGT | $8,365 | — | $8,365 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $288,939
- Estimated Expense Ratio: 0.353% 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 | $288,940 | $110,256 | $61,121 | — | — |
| 2023 | $133,290 | — | — | — | — |
| 2022 | $286,185 | $99,999 | $186,186 | — | — |