Plan Ledger DOL Form 5500 · updated monthly

Hawker Pacific Aerospace401(k)

HAWKER PACIFIC AEROSPACE 401(K) PLAN · SUN VALLEY, CA · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Hawker Pacific Aerospace reported $28,580 in plan administrative expenses for 2023: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,543 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 0.15% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,373rd-largest of 9,483 plans among California employers on file, and the 5,531st of 13,661 in manufacturing. In 2023, employees put in $2.95 for every $1.00 the employer contributed; active participation has grown from 242 to 273 since 2022.

Plan summary
Net assets, end of year$22,216,733
Participants with balances335
Active participants273
Employer contributions$421,223
Employee contributions$1,243,908
Employer contribution per active participant$1,543
Average account balance$66,319
Benefits paid to participants$2,670,322
Plan auditUnmodified (clean) audit opinion
AuditorGGF, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 228 accts · $269K emplr
2023$22.2M · 335 accts · $421K emplr
2022$19.9M · 333 accts · $325K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,418
Investment management$7,103
Total administrative$28,580
The Hawker Pacific Aerospace 401(k) match · 2023
Employer contribution per active participant$1,543
Median for plans this size$2,440
2024$5,172 per active participant
2023$1,543 per active participant
2022$1,344 per active participant

Hawker Pacific Aerospace's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$21,418
CAPTRUST$7,103

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,795 · 0.20%
2023$28,580 · 0.14%
2022$34,103 · 0.15%
Same employer
Similar plansManufacturing · California
Megamex Foods LLC CA$22.5M · 0.27%
Opto 22 CA$22.4M · 0.32%
Fn Cellars, LLC CA$22.4M · 0.30%
Crown Poly, Inc. CA$22.1M · 0.38%
Lmc Enterprises CA$22.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953528840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.