Plan Ledger DOL Form 5500 · updated monthly

Aviation Capital Group LLC401(k)

AVIATION CAPITAL GROUP 401(K) PLAN · NEWPORT BEACH, CA · plan year 2025

Reported admin expense ratio · 2025
0.10%

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

Aviation Capital Group LLC reported $72,448 in plan administrative expenses for 2025: 0.10% of average plan assets, below the peer median. Employer contributions averaged $7,346 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,298th-largest of 9,483 plans among California employers on file, and the 1,272nd of 4,798 in finance & insurance. In 2025, employees put in $2.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,473,227
Participants with balances139
Active participants92
Employer contributions$675,801
Employee contributions$1,810,277
Employer contribution per active participant$7,346
Average account balance$521,390
Benefits paid to participants$5,799,946
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$72,448
Total administrative$72,448
The Aviation Capital Group LLC 401(k) match · 2025
Employer contribution per active participant$7,346
Median for plans this size$4,093

Aviation Capital Group LLC's 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$72,447
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 history1
2025$72,448 · 0.10%
Similar plansFinance & Insurance · California
Aspiriant LLC CA$75.4M · 0.01%
Travis Credit Union CA$75.2M · 0.12%
Ctbc Bank Corp. (USA) CA$74.8M · 0.01%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 464558541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.