Plan Ledger DOL Form 5500 · updated monthly

Tradewind Aviation LLC401(k)

TRADEWIND AVIATION LLC 401(K) PLAN · OXFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Tradewind Aviation LLC reported $10,630 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,099 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 0.26% to 0.14%. 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 Connecticut (794th of 1,106), and the 1,241st of 2,677 in transportation & warehousing. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 128 to 205 since 2022.

Plan summary
Net assets, end of year$8,732,643
Participants with balances202
Active participants205
Employer contributions$430,366
Employee contributions$821,899
Employer contribution per active participant$2,099
Average account balance$43,231
Benefits paid to participants$503,787
Plan auditUnmodified (clean) audit opinion
AuditorBAILEY & SCARANO
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 202 accts · $430K emplr
2023$6.5M · 167 accts · $350K emplr
2022$4.7M · 160 accts · $281K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,205
Investment management$8,425
Total administrative$10,630
The Tradewind Aviation LLC 401(k) match · 2024
Employer contribution per active participant$2,099
Median for plans this size$1,313
2024$2,099 per active participant
2023$2,148 per active participant
2022$2,196 per active participant

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

Service providers · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,205
USI ADVISORS INC · Investment advisory (plan)$8,425

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$10,630 · 0.14%
2023$9,950 · 0.18%
2022$13,098 · 0.26%
Similar plansTransportation & Warehousing · Connecticut
Dattco, Inc. CT$27.6M · 0.59%
William B. Meyer, Inc. CT$21.0M · 0.01%
Pace Motor Lines, Inc. CT$3.2M · 1.19%
M & J Bus, Inc. CT$2.8M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010600352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.