# Xojet Aviation, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vista-family-of-companies-401k-plan

> Xojet Aviation, LLC's 401(k) plan: 1,612 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Xojet Aviation, LLC

- **Sponsor EIN:** 710994172

- **Sponsor Address:** 100 SE 3RD AVE STE 2500, FORT LAUDERDALE, FL, 33394

- **Plan Type:** 401(k)

- **Total Participants:** 1,612

- **Total Assets:** $133.2M

## 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|1,612|$133.2M|$13.0M|$19.2M|

| 2023|1,693|$109.5M|$10.9M|$18.7M|

| 2022|1,824|$80.1M|$5.9M|$9.3M|

## 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|$189,903|—|$189,903|

| NEWFRONT RETIREMENT SERVICES INC|ADVISOR|$74,946|—|$74,946|

| CARON & BLETZER, PLLC|ACCOUNTANT/AUDITOR|$29,500|—|$29,500|

| THE ANGEL PENSION GROUP INC|CONSULTANT|$19,500|—|$19,500|

| STROEMER AND COMPLANY, LLC|CONSULTANT|$10,315|—|$10,315|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $324,164

- **Estimated Expense Ratio:** 0.243% 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|$321,014|$74,946|$1,201|$29,500|—|

| 2023|$237,647|$95,838|$300|—|—|

| 2022|$155,073|—|—|—|—|

## Similar Plans

- [Professional Airline Services, INC.](https://planprovider.pro/companies/professional-airline-services-inc-401k-plan) — 861 participants

- [Global Crossing Airlines INC.](https://planprovider.pro/companies/global-crossing-airlines-llc-401k-plan) — 679 participants

- [Amerijet International, INC.](https://planprovider.pro/companies/amerijet-international-inc-401k-plan-003) — 678 participants

- [Silver Airways Corp](https://planprovider.pro/companies/silver-airways-corp-401k-plan) — 496 participants

- [Spirit Airlines, INC.](https://planprovider.pro/companies/spirit-airlines-inc-401k-plan-002) — 3,199 participants

- [Ground Services International](https://planprovider.pro/companies/ground-services-international-incorporated-401k-plan) — 3,287 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vista-family-of-companies-401k-plan)

© 2026 PlanProvider.Pro