Plan Ledger DOL Form 5500 · updated monthly

Sun Air Jets, LLC401(k)

SUN AIR JETS 401(K) PLAN · CAMARILLO, CA · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Sun Air Jets, LLC reported $18,434 in plan administrative expenses for 2023: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,054 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 0.30% to 0.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (6,188th of 9,483), and 1,350th of 2,677 in transportation & warehousing. In 2023, employees put in $4.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,487,818
Participants with balances139
Active participants113
Employer contributions$232,133
Employee contributions$960,236
Employer contribution per active participant$2,054
Average account balance$53,869
Benefits paid to participants$302,494
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 133 accts · $261K emplr
2023$7.5M · 139 accts · $232K emplr
2022$5.3M · 130 accts · $178K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,080
Investment management$14,329
Trustee / custodial$25
Total administrative$18,434
The Sun Air Jets, LLC 401(k) match · 2023
Employer contribution per active participant$2,054
Median for plans this size$1,308
2024$2,486 per active participant
2023$2,054 per active participant
2022$1,506 per active participant

Sun Air Jets, LLC's 2023 employer contribution ran above the $1,308 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,434
NFP RETIREMENT INC · Consulting$3,246

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$23,426 · 0.31%
2023$18,434 · 0.29%
2022$16,182 · 0.30%
Same employer
Similar plansTransportation & Warehousing · California
Kw International Inc CA$7.8M · 0.36%
Tarditi, Inc. CA$7.5M · 0.63%
Dirt Cheap, Inc. CA$7.5M · 0.07%
Unipac Shipping Inc. CA$7.5M · 0.59%
Skyryse CA$7.4M · 0.01%
Next Trucking, Inc. CA$7.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770530695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.