Plan Ledger DOL Form 5500 · updated monthly

Leading Edge Aviation Inc401(k)

LEADING EDGE AVIATION INC 401(K) PROFIT SHARING PLAN & TRUST · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Leading Edge Aviation Inc reported $10,385 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $317 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 1 year on file its reported administrative ratio fell from 0.97% to 0.92%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Oregon (939th of 1,021), and 2,252nd of 2,677 in transportation & warehousing. In 2024, employees put in $5.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,312,518
Participants with balances209
Active participants113
Employer contributions$35,829
Employee contributions$195,825
Employer contribution per active participant$317
Average account balance$6,280
Benefits paid to participants$3,016
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$1.3M · 209 accts · $36K emplr
2023$938K · 176 accts · $33K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,813
Investment management$4,712
Trustee / custodial$860
Total administrative$10,385
The Leading Edge Aviation Inc 401(k) match · 2024
Employer contribution per active participant$317
Median for plans this size$1,313
2024$317 per active participant
2023$310 per active participant

Leading Edge Aviation Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PAYCHEX, INC. · Recordkeeping$5,373

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

Administrative cost history2
2024$10,385 · 0.92%
2023$7,719 · 0.97%
Similar plansTransportation & Warehousing · Oregon
Blue Ocean Inc OR$3.4M · 0.60%
J & W Walker Farms, Inc. OR$3.4M · 0.10%
Kool Pak, LLC OR$2.7M · 0.03%
Stts USA, Inc. OR$2.2M · 0.95%
Medelez Incorporated OR$1.2M · 0.98%
P.S. Trucking, Inc. OR$617K · 0.81%
Eagles Routes LLC OR$486K · 0.49%
Rainforest Routes LLC OR$360K · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203086461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.