Plan Ledger DOL Form 5500 · updated monthly

Mercury Aviation Companies, LLC401(k)

MERCURY AVIATION 401(K) PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Mercury Aviation Companies, LLC reported $10,746 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 4.15% to 0.18%. 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 (6,465th of 9,483), and 1,445th of 2,677 in transportation & warehousing. active participation has grown from 83 to 122 since 2022.

Plan summary
Net assets, end of year$6,588,421
Participants with balances124
Active participants122
Employer contributions$0
Employee contributions$461,321
Employer contribution per active participant$0
Average account balance$53,132
Benefits paid to participants$217,368
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 124 accts
2023$5.5M · 118 accts
2022$4.7M · 93 accts · $703K emplr
The Mercury Aviation Companies, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Mercury Aviation Companies, LLC'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
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$10,744

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

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Administrative cost history3
2024$10,746 · 0.18%
2023$14,336 · 0.28%
2022$593,441 · 4.15%
Similar plansTransportation & Warehousing · California
Paratransit, Inc. CA$6.8M · 0.28%
Cargomatic, Inc. CA$6.4M · 0.13%
Atech Logistics Inc. CA$6.3M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111800515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.