Plan Snapshot
- Plan Sponsor: Yingling Aircraft, LLC
- Sponsor EIN: 481225627
- Sponsor Address: 2010 AIRPORT ROAD, WICHITA, KS, 67209
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 296 | $11.6M | $9,302 | $1.1M |
| 2023 | 163 | $8.7M | $128,623 | $735,555 |
| 2022 | 148 | $7.9M | $123,060 | $697,842 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $14,284 | — | $14,284 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $8,557 | — | $8,557 |
| BT&CO., P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BT&CO., P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,841
- Estimated Expense Ratio: 0.196% 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 | $22,849 | $14,292 | — | — | — |
| 2023 | $49,246 | $29,192 | — | — | — |
| 2022 | $45,042 | $29,470 | — | — | $15,572 |