Plan Ledger DOL Form 5500 · updated monthly

Aero Simulation, Inc.401(k)

AERO SIMULATION, INC. 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Aero Simulation, Inc. reported $20,667 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,094 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 2 years on file its reported administrative ratio fell from 0.07% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 729th-largest of 3,644 plans among Florida employers on file, and the 4,072nd of 13,661 in manufacturing. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 152 to 195 since 2022.

Plan summary
Net assets, end of year$34,391,603
Participants with balances207
Active participants195
Employer contributions$993,274
Employee contributions$1,922,589
Employer contribution per active participant$5,094
Average account balance$166,143
Benefits paid to participants$2,310,458
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.4M · 207 accts · $993K emplr
2023$30.3M · 197 accts · $895K emplr
2022$24.8M · 161 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Investment management$20,667
Total administrative$20,667
The Aero Simulation, Inc. 401(k) match · 2024
Employer contribution per active participant$5,094
Median for plans this size$2,416
2024$5,094 per active participant
2023$4,838 per active participant
2022$11,764 per active participant

Aero Simulation, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$8,023
FRSCPA, PLLC$7,100
MY BENEFITS, LLC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$20,667 · 0.06%
2023$18,341 · 0.07%
2022$18,604 · 0.07%
All plans at this employer2
AERO SIMULATION, INC. 401(K) PLAN401(k)
AERO SIMULATION, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Luminar Technologies Inc. FL$40.6M · 0.81%
Brown Jordan Inc. FL$39.1M · 0.25%
Polyglass USA, Inc. FL$38.3M · 0.32%
Bolton Medical Inc. FL$34.2M · 0.38%
Adma Biologics, Inc. FL$32.6M · 0.48%
Prolifics, Inc. FL$32.0M · 0.14%
Sunniland Corporation FL$31.9M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592354016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.