Plan Snapshot
- Plan Sponsor: Pats Aircraft, LLC
- Sponsor EIN: 200469257
- Sponsor Address: 21652 NANTICOKE AVENUE, GEORGETOWN, DE, 19947
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $37.7M
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 | 195 | $37.7M | $342,982 | $1.2M |
| 2023 | 186 | $33.9M | $318,435 | $1.1M |
| 2022 | 174 | $30.4M | $0 | $967,849 |
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 |
|---|---|---|---|---|
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP — Auditor
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 | $4,991 | — | — | — | — |
| 2023 | $4,319 | — | — | — | — |
| 2022 | $18,164 | — | $18,164 | — | — |