Plan Ledger DOL Form 5500 · updated monthly

Aviation Capital Group LLC401(k)

AVIATION CAPITAL GROUP 401(K) PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Aviation Capital Group LLC reported $36,512 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,254 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 0.07% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,402nd-largest of 9,483 plans among California employers on file, and the 1,358th of 4,798 in finance & insurance. In 2024, employees put in $4.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,708,023
Participants with balances140
Active participants92
Employer contributions$391,390
Employee contributions$1,886,514
Employer contribution per active participant$4,254
Average account balance$469,343
Benefits paid to participants$5,118,848
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$65.7M · 140 accts · $391K emplr
2023$59.2M · 148 accts · $495K emplr
2022$55.2M · 144 accts · $348K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,512
Total administrative$36,512
The Aviation Capital Group LLC 401(k) match · 2024
Employer contribution per active participant$4,254
Median for plans this size$3,635
2024$4,254 per active participant
2023$5,261 per active participant
2022$3,742 per active participant

Aviation Capital Group 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$36,511
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history3
2024$36,512 · 0.06%
2023$26,144 · 0.05%
2022$43,450 · 0.07%
Similar plansFinance & Insurance · California
Brex Inc. CA$66.7M · 0.08%
Westamerica Bancorporation CA$66.5M · 0.04%
Roth Capital Partners, LLC CA$65.0M · 0.18%
Orange County Credit Union CA$64.2M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061395411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.