Plan Snapshot
- Plan Sponsor: Sun Air Jets, LLC
- Sponsor EIN: 770530695
- Sponsor Address: 855 AVIATION DRIVE, CAMARILLO, CA, 93010
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $7.4M
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. |
|---|---|---|---|---|
| 2024 | 105 | $7.4M | $261,029 | $948,085 |
| 2023 | 113 | $7.5M | $232,133 | $960,236 |
| 2022 | 118 | $5.3M | $177,731 | $842,546 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $23,426 | $10,374 | $520 | — | — |
| 2023 | $18,434 | $14,329 | $834 | — | — |
| 2022 | $16,182 | — | $317 | — | — |