Plan Ledger DOL Form 5500 · updated monthly

Duke Aerial, Inc.401(k)

DUKE AERIAL, INC. 401(K) PLAN · ATLANTIC, IA · plan year 2025

Reported admin expense ratio · 2025
0.39%

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

Duke Aerial, Inc. reported $74,588 in plan administrative expenses for 2025: 0.39% of average plan assets, above the peer median. Employer contributions averaged $3,157 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 4 years on file its reported administrative ratio rose from 0.06% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 385th-largest of 878 plans among Iowa employers on file, and the 643rd of 2,096 in real estate & leasing. In 2025, employees put in $1.67 for every $1.00 the employer contributed; active participation has grown from 213 to 291 since 2021.

Plan summary
Net assets, end of year$20,849,510
Participants with balances251
Active participants291
Employer contributions$918,692
Employee contributions$1,537,290
Employer contribution per active participant$3,157
Average account balance$83,066
Benefits paid to participants$1,425,942
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$20.8M · 251 accts · $919K emplr
2024$17.0M · 230 accts · $811K emplr
2022$11.0M · 203 accts · $665K emplr
2021$12.8M · 202 accts · $610K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$74,588
Total administrative$74,588
The Duke Aerial, Inc. 401(k) match · 2025
Employer contribution per active participant$3,157
Median for plans this size$2,666
2025$3,157 per active participant
2024$2,970 per active participant
2022$3,051 per active participant
2021$2,863 per active participant

Duke Aerial, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$74,587
PRINCIPAL SECURITIES INC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)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 history4
2025$74,588 · 0.39%
2024$1,788 · 0.01%
2022$2,186 · 0.02%
2021$7,231 · 0.06%
Same employer
Similar plansReal Estate & Leasing · Iowa
Bh Management Services, LLC IA$58.7M · 0.35%
Hubbell Realty Company IA$34.8M · 0.46%
R&R Invest, Inc. IA$31.1M · 0.22%
Worley Warehousing, Inc. IA$13.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431893892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.