Plan Ledger DOL Form 5500 · updated monthly

Aviation Maintenance Group Inc401(k)

AVIATION MAINTENANCE GROUP INC 401(K) PROFIT SHARING PLAN & TRUST · CHINO, CA · plan year 2021

Reported admin expense ratio · 2021
0.12%

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

Aviation Maintenance Group Inc reported $1,085 in plan administrative expenses for 2021: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $112 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 3 years on file its reported administrative ratio rose from 0.16% to 0.31%. The plan sits in the under $1M size bracket, benchmarked here against 93 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (8,852nd of 9,483), and 2,313th of 2,677 in transportation & warehousing. In 2021, employees put in $7.40 for every $1.00 the employer contributed; active participation has grown from 76 to 90 since 2019.

Plan summary
Net assets, end of year$969,581
Participants with balances183
Active participants90
Employer contributions$10,085
Employee contributions$74,609
Employer contribution per active participant$112
Average account balance$5,298
Benefits paid to participants$39,718
Plan auditUnmodified (clean) audit opinion
AuditorTHE PUN GROUP, LLP
Plan history4
Yearassets · accounts · employer contribution
2022$845K · 82 accts · $11K emplr
2021$970K · 183 accts · $10K emplr
2020$786K · 145 accts · $8K emplr
2019$590K · 135 accts · $6K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$1,085
Total administrative$1,085
The Aviation Maintenance Group Inc 401(k) match · 2021
Employer contribution per active participant$112
Median for plans this size$275
2022$130 per active participant
2021$112 per active participant
2020$83 per active participant
2019$77 per active participant

Aviation Maintenance Group Inc's 2021 employer contribution ran below the $275 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2022$2,826 · 0.31%
2021$1,085 · 0.12%
2020$1,190 · 0.17%
2019$863 · 0.16%
Similar plansTransportation & Warehousing · California
Kilam Inc CA$1.1M · 0.24%
Ldi Trucking, Inc. CA$989K · 2.10%
Rich Doss, Inc. CA$768K · 1.37%
South Bay Cargo, LLC CA$764K · 0.47%
Pacific Tank Lines, Inc. CA$741K · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330949266 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.