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Recordkeeping fees per participant · Arista Aviation Services Group, LLC 401(k) Plan & Trust · plan year 2024
$251.00
Higher than 94% of the 7,477 plans $1 to 10M that report it.
= $19,578 / 78
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015144323NAL0005168017001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015144323NAL0005168017001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$251.00
Higher than 85% of the 14,713 plans $1 to 10M that report it.
= $19,578 / 78
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015144323NAL0005168017001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015144323NAL0005168017001, received 2025-10-15
Administrative expenses per participant
$251.00
Higher than 73% of the 15,210 plans $1 to 10M that report it.
= $19,578 / 78
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015144323NAL0005168017001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015144323NAL0005168017001, received 2025-10-15
Administrative expenses as a share of assets
0.736%
Higher than 70% of the 15,243 plans $1 to 10M that report it.
= $19,578 / $2,660,949
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015144323NAL0005168017001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015144323NAL0005168017001, received 2025-10-15
Employer contributions per participant
$2,424
Higher than 83% of the 13,342 plans $1 to 10M that report it.
= $189,063 / 78
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015144323NAL0005168017001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015144323NAL0005168017001, received 2025-10-15
Employer share of total contributions
32.6%
Higher than 63% of the 13,370 plans $1 to 10M that report it.
= $189,063 / $580,377
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015144323NAL0005168017001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015144323NAL0005168017001, received 2025-10-15
Plan terms are not published in public filings.
2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015144323NAL0005168017001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ARISTA AVIATION SERVICES GROUP, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Plan name | ARISTA AVIATION SERVICES GROUP, LLC 401(K) PLAN & TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Sponsor EIN / plan number | 45-4556163 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Sponsor location | ENTERPRISE, AL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Industry (business code) | 336410, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Participants, beginning of year | 118 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Active participants | 91 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Participants, end of year | 111 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Participants with an account balance | 78 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Total assets, beginning of year | $2,495,305 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Total assets, end of year | $2,660,949 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Net assets, end of year | $2,660,949 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Total income | $941,130 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Net income | $165,644 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Employer contributions | $189,063 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Participant contributions | $319,484 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $71,830 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Total contributions | $580,377 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Benefit payments | $755,908 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $775,486 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Total administrative expenses | $19,578 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Recordkeeping fees | $19,578 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Administrative expenses excluding investment management | $19,578 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Held in mutual funds | $2,574,612 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015144323NAL0005168017001, received 2025-10-15 |
| Independent auditor | COHNREZNICK LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015144323NAL0005168017001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015144323NAL0005168017001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICESrecordkeeper | NONE | 15 Recordkeeping and information management; 37 Participant loan processing; 38 Participant communication | $18,504 | yes |
| MINNESOTA LIFE INSURANCE COMPANYrecordkeeper | NONE | 12 Claims processing; 15 Recordkeeping and information management; 28 Investment management; 34 Valuation (appraisals etc.); 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 64 Recordkeeping fees | $1,074 | yes |
| CHARLES SCHWAB & CO., INC. | NONE | 59 Shareholder servicing fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015144323NAL0005168017001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,495,305 | $2,660,949 | 6.6% |
| Participants with a balance | 102 | 78 | -23.5% |
| Administrative expenses | $16,454 | $19,578 | 19.0% |
| Recordkeeping fees per participant | not reported | $251.00 | |
| Employer contributions | $210,057 | $189,063 | -10.0% |
Prior filing 20250926151425NAL0021891490001, received 2025-09-26; the plan years are contiguous.
Sponsor name as filed: ARISTA AVIATION SERVICES GROUP, LLC; SEC registrant: OAS Acquisition, LLC (CIK 1604053, matched by EIN).