Plan Snapshot
- Plan Sponsor: Unmanned Systems Incorporated Dba Albers Aerospace
- Sponsor EIN: 270056512
- Sponsor Address: 6841 VIRGINIA PKWY, MCKINNEY, TX, 75071
- Plan Type: 401(k)
- Total Participants: 520
- Total Assets: $10.0M
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 | 520 | $10.0M | $678,698 | $1.1M |
| 2023 | 314 | $8.2M | $509,706 | $918,195 |
| 2022 | 139 | $3.5M | $388,574 | $735,871 |
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 |
|---|---|---|---|---|
| CALVETTI & FERGUSON | 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 | $12,443 | $4,467 | $5,853 | — | — |
| 2023 | $17,382 | $1,902 | $9,665 | — | — |
| 2022 | $8,109 | — | — | — | — |