Plan Ledger DOL Form 5500 · updated monthly

Unifi Aviation, LLC401(k)

UNIFI AVIATION 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Unifi Aviation, LLC reported $329,209 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $118 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 0.13% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 245th-largest of 2,160 plans among Georgia employers on file, and the 1,271st of 11,654 in professional & technical services. In 2024, employees put in $4.16 for every $1.00 the employer contributed; active participation has grown from 25,217 to 32,247 since 2022.

Plan summary
Net assets, end of year$120,990,334
Participants with balances7,853
Active participants32,247
Employer contributions$3,811,297
Employee contributions$15,847,186
Employer contribution per active participant$118
Average account balance$15,407
Benefits paid to participants$18,446,063
Plan auditUnmodified (clean) audit opinion
AuditorFRAZIER& DEETER
Plan history3
Yearassets · accounts · employer contribution
2024$121.0M · 7,853 accts · $3.8M emplr
2023$101.6M · 7,502 accts · $3.4M emplr
2022$80.0M · 7,147 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$329,209
Total administrative$329,209
The Unifi Aviation, LLC 401(k) match · 2024
Employer contribution per active participant$118
Median for plans this size$3,635
2024$118 per active participant
2023$127 per active participant
2022$132 per active participant

Unifi Aviation, LLC's 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$329,209

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$329,209 · 0.30%
2023$238,419 · 0.26%
2022$114,724 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Georgia
Alvaria, Inc. GA$139.6M · 0.09%
Pdi Technologies GA$135.5M · 0.15%
Aptean, Inc. GA$123.7M · 0.11%
Alithya USA, Inc. GA$115.0M · 0.05%
Meridian Cooperative, Inc. GA$109.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582198841 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.