Plan Snapshot
- Plan Sponsor: Sunset Aviation, LLC Dba Solairus Aviation
- Sponsor EIN: 800319107
- Sponsor Address: 201 FIRST STREET SUITE 307, PETALUMA, CA, 94952
- Plan Type: 401(k)
- Total Participants: 1,127
- Total Assets: $183.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,127 | $183.9M | $12.1M | $18.3M |
| 2023 | 1,057 | $138.3M | $10.5M | $15.8M |
| 2022 | 945 | $101.2M | $8.5M | $12.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $300,851 | — | $300,851 |
| PERIGON WEALTH MANAGEMENT, LLC | Other Service Provider | $129,617 | — | $129,617 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $18,750 | — | $18,750 |
| CERITY PARTNERS LLC | Other Service Provider | $5,492 | — | $5,492 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $454,710
- Estimated Expense Ratio: 0.247% 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 | $461,377 | $421,938 | — | — | — |
| 2023 | $459,881 | $406,806 | $19,500 | — | — |
| 2022 | $376,999 | $181,926 | — | — | — |