Plan Snapshot
- Plan Sponsor: Neill Aircraft Co.
- Sponsor EIN: 952399534
- Sponsor Address: 1260 WEST 15TH STREET, LONG BEACH, CA, 90813
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $4.9M
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 | 208 | $4.9M | $0 | $233,690 |
| 2023 | 208 | $5.2M | $0 | $213,048 |
| 2022 | 182 | $4.4M | $0 | $191,966 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $25,719 | — | $25,719 |
| HICKS PENSION SERVICES - SLO | TPA | $8,694 | — | $8,694 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Other Service Provider | $7,693 | — | $7,693 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,106
- Estimated Expense Ratio: 0.862% 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 | $42,851 | $705 | $34,453 | $7,693 | — |
| 2023 | $24,568 | — | $24,568 | — | — |
| 2022 | $26,646 | — | $26,646 | — | — |