Plan Ledger DOL Form 5500 · updated monthly

Aerodyne Industries LLC401(k)

AERODYNE INDUSTRIES LLC 401 K PROFIT SHARING PLAN TRUST · CAPE CANAVERAL, FL · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Aerodyne Industries LLC reported $311,656 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,177 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 0.61% to 0.50%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 426th-largest of 3,644 plans among Florida employers on file, and the 2,062nd of 11,654 in professional & technical services. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has grown from 609 to 787 since 2022.

Plan summary
Net assets, end of year$70,055,028
Participants with balances820
Active participants787
Employer contributions$4,074,465
Employee contributions$8,680,284
Employer contribution per active participant$5,177
Average account balance$85,433
Benefits paid to participants$6,424,080
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$70.1M · 820 accts · $4.1M emplr
2023$54.9M · 794 accts · $3.4M emplr
2022$38.8M · 576 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$203,041
Investment management$100,615
Audit (IQPA)$8,000
Total administrative$311,656
The Aerodyne Industries LLC 401(k) match · 2024
Employer contribution per active participant$5,177
Median for plans this size$3,635
2024$5,177 per active participant
2023$4,050 per active participant
2022$3,485 per active participant

Aerodyne Industries LLC's 2024 employer contribution ran above the $3,635 median for plans its size. 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
FLORIDA RETIREMENT CONSULTANTS · Contract administrator · Recordkeeping$9,265
UBS FINANCIAL SERVICES · Investment advisory (plan)$90,867
ASSURANCE DIMENSIONS · Accounting / audit$8,000

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

Recordkeeper by year2
2024FLORIDA RETIREMENT CONSULTANTS
2023FLORIDA RETIREMENT CONSULTANTS

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Administrative cost history3
2024$311,656 · 0.50%
2023$255,999 · 0.55%
2022$238,327 · 0.61%
Same employer
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Kubicki Draper, P.A. FL$71.6M · 0.24%
Berger Singerman, LLP FL$68.8M · 0.19%
Allvue Systems, LLC FL$61.0M · 0.16%
Iqnavigator, Inc. FL$59.6M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205783057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.