Plan Snapshot
- Plan Sponsor: Netjets Aviation, INC.
- Sponsor EIN: 310682096
- Sponsor Address: 4111 BRIDGEWAY AVENUE, COLUMBUS, OH, 43219
- Plan Type: 401(k)
- Total Participants: 4,042
- Total Assets: $2.5B
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 | 4,042 | $2.5B | $95.7M | $80.6M |
| 2023 | 3,522 | $2.1B | $78.3M | $71.7M |
| 2022 | 3,128 | $1.7B | $72.2M | $62.3M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $393,638 | — | $393,638 |
| INDEPENDENT ADVISOR ALLIANCE | Other Service Provider | $279,505 | — | $279,505 |
| FISHER INVESTMENTS | Recordkeeper | $173,288 | — | $173,288 |
| LEADING EDGE | Other Service Provider | $77,402 | — | $77,402 |
| PRIVATE CLIENT SERVICES LLC | Other Service Provider | $62,289 | — | $62,289 |
| FINANCIAL ENGINES ADVISORS LLC | Other Service Provider | $55,145 | — | $55,145 |
| LCG ASSOCIATES INC | Other Service Provider | $46,556 | — | $46,556 |
| CREATIVE PLANNING LLC | Investment Advisor | $27,202 | — | $27,202 |
| CERITY PARTNERS LLC | Other Service Provider | $26,803 | — | $26,803 |
| LEE JOHNSON CAPITAL MANAGEMENT | Other Service Provider | $25,068 | — | $25,068 |
| TOTAL INVESTMENT MANAGEMENT IN | Other Service Provider | $24,674 | — | $24,674 |
| NOVAPOINT CAPITAL LLC | Other Service Provider | $19,908 | — | $19,908 |
| STRATOS WEALTH PARTNERS LTD | Other Service Provider | $19,043 | — | $19,043 |
| GBQ PARTNERS LLC | Auditor | $17,500 | — | $17,500 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $16,420 | $65 | $16,485 |
| MARINER LLC | Other Service Provider | $15,472 | — | $15,472 |
| NORRIS PERNE & FRENCH | Other Service Provider | $15,345 | — | $15,345 |
| SPECTRUM FINANCIAL ALLIANCE | Other Service Provider | $14,929 | — | $14,929 |
| MCADAM LLC | Other Service Provider | $13,041 | — | $13,041 |
| FROST BROWN TODD LLC | Other Service Provider | $13,011 | — | $13,011 |
| STRATOS WEALTH ADVISORS LLC | Other Service Provider | $12,537 | — | $12,537 |
| HAMILTON CAPITAL LLC | Other Service Provider | $11,980 | — | $11,980 |
| FRAZIER FINANCIAL ADVISORS LLC | Investment Advisor | $10,815 | — | $10,815 |
| GLASSMAN WEALTH SERVICES LLC | Other Service Provider | $10,616 | — | $10,616 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $10,278 | — | $10,278 |
| LMCG INVESTMENTS LLC | Other Service Provider | $9,688 | — | $9,688 |
| LIDO ADVISORS LLC | Other Service Provider | $9,076 | — | $9,076 |
| DEMAURIAC LLC | Other Service Provider | $9,006 | — | $9,006 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $8,787 | — | $8,787 |
| MOUNTAIN CAPITAL INVESTMENT AD | Other Service Provider | $8,778 | — | $8,778 |
| BRIGHT ROAD WEALTH MANAGEMENT | Investment Advisor | $7,995 | — | $7,995 |
| WHITAKER-MYERS WEALTH MANAGERS | Other Service Provider | $6,487 | — | $6,487 |
| NEW HARBOR FINANCIAL GROUP LLC | Other Service Provider | $6,184 | — | $6,184 |
| FOCUS PARTNERS WEALTH LLC | Other Service Provider | $6,166 | — | $6,166 |
| CWM LLC | Investment Advisor | $6,085 | — | $6,085 |
| SNS FINANCIAL GROUP LLC | Other Service Provider | $5,897 | — | $5,897 |
| TURNER CAPITAL INVESTMENTS LLC | Other Service Provider | $5,818 | — | $5,818 |
| HICKEY, KYLE | Other Service Provider | $5,723 | — | $5,723 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- FISHER INVESTMENTS — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- GBQ PARTNERS LLC — Auditor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- FRAZIER FINANCIAL ADVISORS LLC — Investment Advisor
- BRIGHT ROAD WEALTH MANAGEMENT — Investment Advisor
- CWM LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,488,220
- Estimated Expense Ratio: 0.060% 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 | $1,527,679 | $1,335,280 | $11,251 | $17,500 | — |
| 2023 | $1,064,618 | $897,510 | $30,609 | — | — |
| 2022 | $938,425 | $673,179 | — | — | $37,118 |