Plan Snapshot
- Plan Sponsor: Vt San Antonio Aerospace, INC.
- Sponsor EIN: 010671036
- Sponsor Address: 9800 JOHN SAUNDERS ROAD, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Total Participants: 553
- Total Assets: $26.9M
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 | 553 | $26.9M | $1.2M | $1.9M |
| 2023 | 623 | $24.5M | $1.2M | $1.9M |
| 2022 | 571 | $20.8M | $680,520 | $1.7M |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | N/A | $34,386 | — | $34,386 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,386
- Estimated Expense Ratio: 0.128% 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 | $34,386 | $6,805 | — | — | — |
| 2023 | $31,331 | $1,996 | — | — | — |
| 2022 | $29,879 | — | — | — | $29,879 |