Plan Ledger DOL Form 5500 · updated monthly

Aero Group Holdings401(k)

AERO GROUP HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST · PACIFIC PALISADES, CA · plan year 2024

Reported admin expense ratio · 2024
0.66%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Aero Group Holdings reported $21,013 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $2,628 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.29% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,489th of 9,483), and 11,871st of 13,661 in manufacturing. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,758,255
Participants with balances143
Active participants150
Employer contributions$394,255
Employee contributions$730,965
Employer contribution per active participant$2,628
Average account balance$26,282
Benefits paid to participants$217,260
Plan auditUnmodified (clean) audit opinion
AuditorCROWE
Plan history2
Yearassets · accounts · employer contribution
2024$3.8M · 143 accts · $394K emplr
2023$2.6M · 145 accts · $477K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,153
Trustee / custodial$860
Total administrative$21,013
The Aero Group Holdings 401(k) match · 2024
Employer contribution per active participant$2,628
Median for plans this size$1,313
2024$2,628 per active participant
2023$2,997 per active participant

Aero Group Holdings's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
RICHARD FISHER JR · Investment advisory (participants)$14,717

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$21,013 · 0.66%
2023$7,600 · 0.29%
Same employer
Similar plansManufacturing · California
Convaid Products, LLC CA$3.8M · 0.05%
Ace Industrial Supply Inc CA$3.8M · 1.29%
Vineburg LLC CA$3.7M · 0.64%
Vpet USA, LLC CA$3.7M · 0.94%
A Rudin Inc CA$3.7M · 0.62%
Kaweah Container, Inc. CA$3.7M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822796674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.