Plan Ledger DOL Form 5500 · updated monthly

Allied Aviation Services, Inc.401(k)

ALLIED AVIATION SERVICES, INC. 401(K) RETIREMENT PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Allied Aviation Services, Inc. reported $45,480 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $2,737 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 rose from 0.13% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 749th-largest of 3,644 plans among Florida employers on file, and the 519th of 2,677 in transportation & warehousing. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,269,297
Participants with balances233
Active participants184
Employer contributions$503,595
Employee contributions$1,215,872
Employer contribution per active participant$2,737
Average account balance$142,787
Benefits paid to participants$4,879,190
Plan auditUnmodified (clean) audit opinion
AuditorDAVIS, WARD & HOCHMAN, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$33.3M · 233 accts · $504K emplr
2023$32.9M · 239 accts · $524K emplr
2022$29.0M · 243 accts · $495K emplr
The Allied Aviation Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,737
Median for plans this size$2,416
2024$2,737 per active participant
2023$2,759 per active participant
2022$2,620 per active participant

Allied Aviation Services, Inc.'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
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$28,717
VANGUARD ADVISERS INC. · Investment advisory (participants)$19,061

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$45,480 · 0.14%
2023$42,597 · 0.14%
2022$40,567 · 0.13%
All plans at this employer2
ALLIED AVIATION SERVICES, INC. 401(K) RETIREMENT PLAN401(k)
ALLIED AVIATION 401(K) SECURITY FUND401(k)
Same employer
Similar plansTransportation & Warehousing · Florida
Agi-Cfi Holdings, Inc. FL$34.3M · 0.52%
Gulf Air Group, Inc. FL$30.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133846270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.