# Ppw Aero Buyer, INC. D/B/A Pursuit Aerospace 401(k) Plan
Source: https://planprovider.pro/companies/ppw-aero-buyer-inc-d-b-a-pursuit-aerospace-401k-plan-001

> Ppw Aero Buyer, INC. D/B/A Pursuit Aerospace's 401(k) plan: 1,803 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — ADVISOR

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — ACCOUNTANT/AUDITOR

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISOR

- [ROBINSON & COLE LLP](https://planprovider.pro/provider/robinson-and-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|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ppw-aero-buyer-inc-d-b-a-pursuit-aerospace-401k-plan-001)

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