Plan Snapshot
- Plan Sponsor: Rotorcraft Leasing Company, LLC
- Sponsor EIN: 721281944
- Sponsor Address: 430 N EOLA RD, BROUSSARD, LA, 705183304
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 266
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 266 | $16.1M | $0 | $0 |
| 2024 | 211 | $14.6M | $348,211 | $1.3M |
| 2023 | 218 | $13.4M | $366,440 | $1.2M |
| 2022 | 236 | $10.3M | $358,835 | $1.2M |
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 | $10,444 | — | $10,444 |
| QUALIFIED PLAN ADVISORS | Other Service Provider | $6,500 | — | $6,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,944
- Estimated Expense Ratio: 0.105% 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 |
|---|---|---|---|---|---|
| 2025 | $2,328,963 | — | — | — | — |
| 2024 | $29,205 | — | — | — | — |
| 2023 | $20,784 | — | — | — | — |
| 2022 | $22,113 | — | — | — | — |