Plan Ledger DOL Form 5500 · updated monthly

Aevex Aerospace, LLC401(k)

AEVEX AEROSPACE, LLC 401(K) PLAN · SOLANA BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Aevex Aerospace, LLC reported $118,035 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,195 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 0.27% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,771st-largest of 9,483 plans among California employers on file, and the 2,774th of 11,654 in professional & technical services. In 2024, employees put in $2.30 for every $1.00 the employer contributed; active participation has grown from 449 to 628 since 2022.

Plan summary
Net assets, end of year$49,684,920
Participants with balances692
Active participants628
Employer contributions$2,006,704
Employee contributions$4,619,374
Employer contribution per active participant$3,195
Average account balance$71,799
Benefits paid to participants$5,990,389
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.7M · 692 accts · $2.0M emplr
2023$41.7M · 619 accts · $1.5M emplr
2022$33.7M · 532 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,255
Investment management$35,780
Total administrative$118,035
The Aevex Aerospace, LLC 401(k) match · 2024
Employer contribution per active participant$3,195
Median for plans this size$2,416
2024$3,195 per active participant
2023$2,599 per active participant
2022$2,902 per active participant

Aevex Aerospace, LLC's 2024 employer contribution ran above the $2,416 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 · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$82,255
FIDUCENT ADVISORS · Investment advisory (participants)$35,780

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$118,035 · 0.26%
2023$142,416 · 0.38%
2022$101,710 · 0.27%
Same employer
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Tealium Inc. CA$50.5M · 0.33%
SYSTEM1 LLC CA$50.3M · 0.13%
E-Times Corporation CA$49.7M · 0.24%
Datastax, Inc. CA$49.1M · 0.12%
Harris & Associates CA$49.0M · 0.03%
Openx Technologies, Inc. CA$48.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815298757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.