Plan Ledger DOL Form 5500 · updated monthly

Field Aviation, Inc.401(k)

FIELD AEROSPACE RETIREMENT SAVINGS PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Field Aviation, Inc. reported $29,030 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,442 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 fell from 0.16% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,164th-largest of 3,295 plans among Ohio employers on file, and the 5,288th of 13,661 in manufacturing. In 2024, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 124 to 163 since 2022.

Plan summary
Net assets, end of year$23,876,197
Participants with balances160
Active participants163
Employer contributions$561,119
Employee contributions$1,036,587
Employer contribution per active participant$3,442
Average account balance$149,226
Benefits paid to participants$2,279,209
Plan auditUnmodified (clean) audit opinion
AuditorBRIXEY AND MEYER INC.
Plan history3
Yearassets · accounts · employer contribution
2024$23.9M · 160 accts · $561K emplr
2023$20.8M · 150 accts · $575K emplr
2022$17.6M · 143 accts · $551K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,475
Investment management$27,555
Total administrative$29,030
The Field Aviation, Inc. 401(k) match · 2024
Employer contribution per active participant$3,442
Median for plans this size$2,416
2024$3,442 per active participant
2023$3,810 per active participant
2022$4,440 per active participant

Field Aviation, 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 · 20243
FINANCIAL CONSULTANTS & ADVISORY · Investment advisory (plan)$21,668
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,887
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,475

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$29,030 · 0.13%
2023$29,020 · 0.15%
2022$31,998 · 0.16%
Similar plansManufacturing · Ohio
Wiley Companies OH$24.2M · 0.19%
Interdesign, Inc. OH$24.0M · 0.03%
Werk-Brau Co., Inc. OH$23.9M · 0.20%
General Tool Company OH$23.9M · 0.18%
Xaloy LLC OH$23.7M · 0.31%
Codonics, Inc. OH$23.7M · 0.27%
The STEP2 Company LLC OH$23.7M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980511513 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.