Plan Snapshot
- Plan Sponsor: Planet Nine Private Air, LLC
- Sponsor EIN: 823674401
- Sponsor Address: 7415 HAYVENHURST PLACE, SUITE 255, VAN NUYS, CA, 91406
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $7.0M
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 | 100 | $7.0M | $462,378 | $1.0M |
| 2023 | 138 | $5.8M | $605,523 | $1.1M |
| 2022 | 136 | $3.6M | $469,535 | $860,903 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | 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 | $39,522 | — | $39,522 | — | — |
| 2023 | $34,105 | — | $34,105 | — | — |
| 2022 | — | — | — | — | — |