Plan Ledger DOL Form 5500 · updated monthly

Iata Regional Office for the Americas401(k)

IATA U.S. GROUP RETIREMENT PLAN · MIAMI, FL · plan year 2025

Reported admin expense ratio · 2025
0.27%

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

Iata Regional Office for the Americas reported $74,427 in plan administrative expenses for 2025: 0.27% of average plan assets, below the peer median. Employer contributions averaged $10,500 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 fell from 0.43% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 828th-largest of 3,644 plans among Florida employers on file, and the 562nd of 2,677 in transportation & warehousing. In 2025, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,374,346
Participants with balances124
Active participants70
Employer contributions$735,012
Employee contributions$756,347
Employer contribution per active participant$10,500
Average account balance$236,890
Benefits paid to participants$1,254,598
Plan auditUnmodified (clean) audit opinion
AuditorCARROLL & COOK
Plan history4
Yearassets · accounts · employer contribution
2025$29.4M · 124 accts · $735K emplr
2024$25.6M · 126 accts · $731K emplr
2023$24.5M · 140 accts · $722K emplr
2022$20.6M · 144 accts · $601K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$10,509
Investment management$48,718
Total administrative$74,427
The Iata Regional Office for the Americas 401(k) match · 2025
Employer contribution per active participant$10,500
Median for plans this size$2,666
2025$10,500 per active participant
2024$11,428 per active participant
2023$10,458 per active participant
2022$8,710 per active participant

Iata Regional Office for the Americas's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. 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 · 20254
MERCER (US) INC MERCER INVESTMENTS · Investment advisory (plan)$41,216
INTERNATIONAL AIR TRANSPORT ASSOCIA$15,200
EMPOWER ADVISORY GROUP, LLC · Investment management$7,502

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$74,427 · 0.27%
2024$91,374 · 0.36%
2023Not separately reported
2022$100,851 · 0.43%
Similar plansTransportation & Warehousing · Florida
Agi-Cfi Holdings, Inc. FL$34.3M · 0.52%
Gulf Air Group, Inc. FL$30.4M · 0.25%
Amports, Inc. FL$26.4M · 0.31%
John J Jerue Truck Broker FL$25.2M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131788875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.