Plan Ledger DOL Form 5500 · updated monthly

Alliance Aviation Group LLC401(k)

ALLIANCE AVIATION GROUP 401(K) PLAN · OCOEE, FL · plan year 2024

Reported admin expense ratio · 2024
1.67%

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

Alliance Aviation Group LLC reported $33,406 in plan administrative expenses for 2024: 1.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,152 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 0.33% to 1.67%. 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 Florida (3,058th of 3,644), and 2,819th of 3,341 in other services. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,227,136
Participants with balances183
Active participants153
Employer contributions$329,320
Employee contributions$679,291
Employer contribution per active participant$2,152
Average account balance$12,170
Benefits paid to participants$761,663
Plan auditUnmodified (clean) audit opinion
AuditorTEMPLETON ACCOUNTANTS & ADVISORS
Plan history2
Yearassets · accounts · employer contribution
2024$2.2M · 183 accts · $329K emplr
2023$1.8M · 253 accts · $305K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,913
Investment management$311
Total administrative$33,406
The Alliance Aviation Group LLC 401(k) match · 2024
Employer contribution per active participant$2,152
Median for plans this size$1,313
2024$2,152 per active participant
2023$2,196 per active participant

Alliance Aviation Group LLC's 2024 employer contribution ran above the $1,313 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.

Administrative cost history2
2024$33,406 · 1.67%
2023$4,241 · 0.33%
Similar plansOther Services · Florida
American Pet Resort, LLC FL$2.3M · 0.08%
D&D Garage Doors Inc FL$2.3M · 0.53%
Xtreme Aviation, LLC FL$2.2M · 0.60%
Palm Beach Trucking, LLC FL$2.1M · 0.07%
Marksman Security, LLC FL$2.1M · 4.92%
Calvary Christian Center FL$2.0M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842260550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.