Plan Ledger DOL Form 5500 · updated monthly

Epic Aircraft LLC401(k)

EPIC AIRCRAFT LLC 401(K) PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Epic Aircraft LLC reported $45,497 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $1,355 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 has held roughly steady near 0.568%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (594th of 1,021), and 9,281st of 13,661 in manufacturing. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has grown from 374 to 486 since 2022.

Plan summary
Net assets, end of year$8,895,391
Participants with balances605
Active participants486
Employer contributions$658,456
Employee contributions$1,151,512
Employer contribution per active participant$1,355
Average account balance$14,703
Benefits paid to participants$821,441
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON JANKS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 605 accts · $658K emplr
2023$7.1M · 425 accts · $587K emplr
2022$4.7M · 469 accts · $506K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,497
Total administrative$45,497
The Epic Aircraft LLC 401(k) match · 2024
Employer contribution per active participant$1,355
Median for plans this size$1,313
2024$1,355 per active participant
2023$1,069 per active participant
2022$1,352 per active participant

Epic Aircraft LLC's 2024 employer contribution ran above the $1,313 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 · 20245
NATIONWIDE RETIREMENT PLANS · Recordkeeping$702
PROACCOUNT · Investment management$37,625
NATIONWIDE$2,179
WELLS FARGO ADVISORS · Investment managementindirect comp
RAYMOND JAMES FINANCIAL SERVICES IN · Investment managementindirect comp

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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Administrative cost history3
2024$45,497 · 0.57%
2023$30,929 · 0.52%
2022$25,460 · 0.57%
Same employer
Similar plansManufacturing · Oregon
Scenic Fruit Company OR$9.2M · 0.51%
Bullseye Glass Co. OR$9.0M · 0.42%
Journal Graphics, Inc. OR$8.9M · 0.09%
Richardson Sports Inc. OR$8.9M · 0.18%
C & D Lumber Co., LLC OR$8.9M · 0.38%
Microtec Inc OR$8.8M · 0.21%
Douglas County, Inc. OR$8.8M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900815120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.