Plan Ledger DOL Form 5500 · updated monthly

Aero Turbine, Inc.401(k)

AERO TURBINE, INC. 401(K) PLAN · STOCKTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Aero Turbine, Inc. reported $3,627 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,833 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 0.04% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (6,601st of 9,483), and 2,119th of 3,341 in other services. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,187,740
Participants with balances193
Active participants181
Employer contributions$512,732
Employee contributions$838,285
Employer contribution per active participant$2,833
Average account balance$32,061
Benefits paid to participants$501,155
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$0
2024$6.2M · 193 accts · $513K emplr
2023$4.7M · 179 accts · $370K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,627
Total administrative$3,627
The Aero Turbine, Inc. 401(k) match · 2024
Employer contribution per active participant$2,833
Median for plans this size$1,313
2024$2,833 per active participant
2023$1,978 per active participant

Aero Turbine, Inc.'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.

Administrative cost history3
2025Not separately reported
2024$3,627 · 0.07%
2023$1,762 · 0.04%
Similar plansOther Services · California
Stay Green, Inc. CA$6.3M · 0.13%
The Arc San Francisco CA$6.2M · 0.03%
Delta Tech Service, Inc. CA$6.2M · 0.00%
Joni and Friends CA$6.0M · 0.51%
A Community of Friends CA$6.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942832458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.