# Menzie'S Aviation (Usa), INC. 401(k) Plan
Source: https://planprovider.pro/companies/menzies-aviation-usa-inc-401k-plan

> Menzie'S Aviation (Usa), INC.'s 401(k) plan: 10,235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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