Plan Ledger DOL Form 5500 · updated monthly

Unical Aviation, Inc.401(k)

UNICAL AVIATION, INC. PROFIT SHARING AND 401(K) PLAN · GLENDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Unical Aviation, Inc. reported $66,258 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $1,479 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 3 years on file its reported administrative ratio has held roughly steady near 0.297%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 338th-largest of 1,285 plans among Arizona employers on file, and the 1,713th of 4,246 in wholesale trade. In 2024, employees put in $4.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,556,510
Participants with balances561
Active participants286
Employer contributions$422,904
Employee contributions$1,766,265
Employer contribution per active participant$1,479
Average account balance$40,208
Benefits paid to participants$4,743,980
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.6M · 561 accts · $423K emplr
2023$22.0M · 525 accts · $413K emplr
2022$20.6M · 492 accts · $462K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,608
Investment management$36,650
Total administrative$66,258
The Unical Aviation, Inc. 401(k) match · 2024
Employer contribution per active participant$1,479
Median for plans this size$2,416
2024$1,479 per active participant
2023$1,435 per active participant
2022$1,486 per active participant

Unical Aviation, Inc.'s 2024 employer contribution ran below the $2,416 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
CREATIVE PLANNING LLC · Investment advisory (plan)$36,650
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,608

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

Administrative cost history3
2024$66,258 · 0.30%
2023$71,018 · 0.33%
2022$72,455 · 0.30%
Same employer
Similar plansWholesale Trade · Arizona
Varitec Solutions LLC AZ$28.4M · 0.11%
Awp, Inc. AZ$26.4M · 2.08%
Davidson's, Inc. AZ$18.2M · 0.06%
Core Machinery AZ$16.7M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954260177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.