Plan Ledger DOL Form 5500 · updated monthly

Dillon Aero, Inc.401(k)

DILLON AERO, INC. 401(K) PROFIT SHARING PLAN & TRUST · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Dillon Aero, Inc. reported $30,754 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,464 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 0.22% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 530th-largest of 1,285 plans among Arizona employers on file, and the 1,502nd of 3,341 in other services. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has grown from 144 to 159 since 2022.

Plan summary
Net assets, end of year$11,745,163
Participants with balances147
Active participants159
Employer contributions$391,772
Employee contributions$864,538
Employer contribution per active participant$2,464
Average account balance$79,899
Benefits paid to participants$2,094,352
Plan auditUnmodified (clean) audit opinion
AuditorTULL FORSBERG & OLSON PLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 147 accts · $392K emplr
2023$10.8M · 138 accts · $342K emplr
2022$8.9M · 131 accts · $420K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,334
Investment management$6,420
Total administrative$30,754
The Dillon Aero, Inc. 401(k) match · 2024
Employer contribution per active participant$2,464
Median for plans this size$2,416
2024$2,464 per active participant
2023$2,346 per active participant
2022$2,914 per active participant

Dillon Aero, 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,334

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$30,754 · 0.27%
2023$21,585 · 0.22%
2022$21,781 · 0.22%
Similar plansOther Services · Arizona
Worldatwork AZ$15.4M · 0.34%
Ipro Tech, LLC AZ$13.7M · 0.23%
Beacon Group, Inc. AZ$12.8M · 0.83%
Cp Skin Health Group, Inc AZ$10.7M · 0.23%
Proteor USA, LLC AZ$10.3M · 0.53%
The Arizona Humane Society AZ$10.0M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860647449 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.