Plan Snapshot
- Plan Sponsor: Tradewind Aviation LLC
- Sponsor EIN: 010600352
- Sponsor Address: 3 JULIANO DRIVE, OXFORD, CT, 06478
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $8.7M
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 | 205 | $8.7M | $430,366 | $821,899 |
| 2023 | 163 | $6.5M | $350,085 | $649,388 |
| 2022 | 128 | $4.7M | $281,043 | $521,839 |
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 |
|---|---|---|---|---|
| BAILEY & SCARANO | Auditor | — | — | $0 |
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 | $10,630 | $8,425 | $2,205 | — | — |
| 2023 | $9,950 | $8,120 | $1,830 | — | — |
| 2022 | $13,098 | $11,373 | $1,725 | — | — |