Plan Ledger DOL Form 5500 · updated monthly

Mather Aviation, LLC401(k)

MATHER AVIATION LLC 401(K) PROFIT SHARING PLAN & TRUST · MATHER, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Mather Aviation, LLC reported $13,428 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,307 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 0.02% to 0.15%. 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 California (5,484th of 9,483), and the 1,169th of 2,677 in transportation & warehousing. In 2024, employees put in $1.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,896,512
Participants with balances96
Active participants68
Employer contributions$360,873
Employee contributions$380,108
Employer contribution per active participant$5,307
Average account balance$103,089
Benefits paid to participants$260,528
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER HUBER & HELMLLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 96 accts · $361K emplr
2023$8.4M · 144 accts · $250K emplr
2022$6.7M · 142 accts · $200K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,245
Investment management$11,183
Total administrative$13,428
The Mather Aviation, LLC 401(k) match · 2024
Employer contribution per active participant$5,307
Median for plans this size$1,313
2024$5,307 per active participant
2023$3,788 per active participant
2022$3,030 per active participant

Mather Aviation, LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
LPL FINANCIAL · Recordkeeping · Trustee$11,182
ADP, INC. · Loan processing · Recordkeeping$2,245
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, LPL Financial
2023ADP

This plan has changed recordkeepers within these filings. If you left Mather Aviation, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$13,428 · 0.15%
2023$2,311 · 0.03%
2022$1,377 · 0.02%
Similar plansTransportation & Warehousing · California
Curtin Maritime CA$10.3M · 0.69%
Aeronet, Inc. CA$10.0M · 0.34%
S & M Moving Systems CA$9.1M · 0.39%
Apex Logistics, LLC CA$8.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680389340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.