Plan Snapshot
- Plan Sponsor: Ppw Aero Buyer, INC. D/B/A Pursuit Aerospace
- Sponsor EIN: 921351892
- Sponsor Address: 76 COUNTY ROAD, EASTFORD, CT, 06242
- Plan Type: 401(k)
- Total Participants: 1,803
- Total Assets: $153.4M
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 | 1,803 | $153.4M | $2.3M | $7.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $92,124 | — | $92,124 |
| RBC WEALTH MANAGEMENT | ADVISOR | $42,925 | — | $42,925 |
| UHY LLP | ACCOUNTANT/AUDITOR | $29,725 | — | $29,725 |
| WHITTLESEY PC | Auditor | $29,725 | — | $29,725 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $19,803 | — | $19,803 |
| ROBINSON & COLE LLP | ATTORNEY/LEGAL | $6,174 | — | $6,174 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RBC WEALTH MANAGEMENT — ADVISOR
- UHY LLP — ACCOUNTANT/AUDITOR
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- ROBINSON & COLE LLP — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,476
- Estimated Expense Ratio: 0.144% 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 | $190,750 | $62,727 | — | $29,725 | — |