Plan Snapshot
- Plan Sponsor: Mercury Aviation Companies, LLC
- Sponsor EIN: 111800515
- Sponsor Address: 2780 SKYPARK DRIVE, TORRANCE, CA, 90505
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $6.6M
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 | 122 | $6.6M | $0 | $461,321 |
| 2023 | 134 | $5.5M | $0 | $394,160 |
| 2022 | 83 | $4.7M | $702,990 | $1.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $10,746 | — | — | — | — |
| 2023 | $14,336 | — | — | — | — |
| 2022 | $593,441 | — | — | — | — |