401k Record

Employers › Perfect Air Holdco

Perfect Air Holdco 401(k)

Recordkeeping fees per participant · P1 Service Group 401(k) Plan · plan year 2024

$126.28

Higher than 72% of the 7,477 plans $1 to 10M that report it.

Source

= $31,823 / 252
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008122020NAL0002991123001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008122020NAL0002991123001, received 2025-10-08

10th: $11.10median $71.5290th: $209.21

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 2025-10-08.

Cost and contributions

Administrative expenses excluding investment management, per participant

$126.28

10th: $13.66median $103.3390th: $302.77

Higher than 58% of the 14,713 plans $1 to 10M that report it.

Source

= $31,823 / 252
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008122020NAL0002991123001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008122020NAL0002991123001, received 2025-10-08

Administrative expenses per participant

$197.79

10th: $19.42median $150.2790th: $370.75

Higher than 62% of the 15,210 plans $1 to 10M that report it.

Source

= $49,844 / 252
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008122020NAL0002991123001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008122020NAL0002991123001, received 2025-10-08

Administrative expenses as a share of assets

0.537%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 52% of the 15,243 plans $1 to 10M that report it.

Source

= $49,844 / $9,282,983
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008122020NAL0002991123001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008122020NAL0002991123001, received 2025-10-08

Employer contributions per participant

$2,599

10th: $357median $1,32390th: $2,861

Higher than 87% of the 13,342 plans $1 to 10M that report it.

Source

= $654,836 / 252
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008122020NAL0002991123001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008122020NAL0002991123001, received 2025-10-08

Employer share of total contributions

39.1%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 84% of the 13,370 plans $1 to 10M that report it.

Source

= $654,836 / $1,673,419
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008122020NAL0002991123001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008122020NAL0002991123001, received 2025-10-08

Plan terms, as stated in Perfect Air Holdco LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2S pre-approved plan document · 3B · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008122020NAL0002991123001, received 2025-10-08

Full record, P1 Service Group 401(k) Plan

FieldValueSource
Plan sponsorPERFECT AIR HOLDCO LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008122020NAL0002991123001, received 2025-10-08
Plan nameP1 SERVICE GROUP 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251008122020NAL0002991123001, received 2025-10-08
Sponsor EIN / plan number87-3035627 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008122020NAL0002991123001, received 2025-10-08
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008122020NAL0002991123001, received 2025-10-08
Sponsor locationTUALATIN, ORForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008122020NAL0002991123001, received 2025-10-08
Industry (business code)238220, ConstructionForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008122020NAL0002991123001, received 2025-10-08
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008122020NAL0002991123001, received 2025-10-08
Filing received2025-10-08Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008122020NAL0002991123001, received 2025-10-08
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008122020NAL0002991123001, received 2025-10-08
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251008122020NAL0002991123001, received 2025-10-08
Participants, beginning of year203Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008122020NAL0002991123001, received 2025-10-08
Active participants186Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008122020NAL0002991123001, received 2025-10-08
Participants, end of year294Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008122020NAL0002991123001, received 2025-10-08
Participants with an account balance252Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008122020NAL0002991123001, received 2025-10-08
Total assets, beginning of year$8,997,784Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008122020NAL0002991123001, received 2025-10-08
Total assets, end of year$9,282,983Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008122020NAL0002991123001, received 2025-10-08
Net assets, end of year$9,282,983Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008122020NAL0002991123001, received 2025-10-08
Total income$2,688,310Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008122020NAL0002991123001, received 2025-10-08
Net income$285,199Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008122020NAL0002991123001, received 2025-10-08
Employer contributions$654,836Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008122020NAL0002991123001, received 2025-10-08
Participant contributions$1,018,583Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008122020NAL0002991123001, received 2025-10-08
Total contributions$1,673,419Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008122020NAL0002991123001, received 2025-10-08
Benefit payments$2,323,520Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008122020NAL0002991123001, received 2025-10-08
Total expenses (incl. benefit payments)$2,403,111Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008122020NAL0002991123001, received 2025-10-08
Total administrative expenses$49,844Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008122020NAL0002991123001, received 2025-10-08
Recordkeeping fees$31,823Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008122020NAL0002991123001, received 2025-10-08
Investment advisory and management fees$18,021Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008122020NAL0002991123001, received 2025-10-08
Administrative expenses excluding investment management$31,823derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008122020NAL0002991123001, received 2025-10-08
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008122020NAL0002991123001, received 2025-10-08
Held in mutual funds$9,115,109Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008122020NAL0002991123001, received 2025-10-08
Independent auditorCASSELL PLAN AUDITS P.C.Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008122020NAL0002991123001, received 2025-10-08

Position = column in the DOL layout for form year 2024. Filing 20251008122020NAL0002991123001, received 2025-10-08.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeperRECORDKEEPER 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees $31,823yes
MMA SECURITIES LLCADVISOR 16 Consulting (general); 23 Insurance services; 27 Investment advisory (plan); 53 Insurance brokerage commissions and fees $18,021no

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 20251008122020NAL0002991123001, received 2025-10-08.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for P1 Service Group 401(k) Plan appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: PERFECT AIR HOLDCO LLC; SEC registrant: Perfect Air Holdco LLC (CIK 1903748, matched by EIN).