Plan Ledger DOL Form 5500 · updated monthly

Xojet Aviation, LLC401(k)

VISTA FAMILY OF COMPANIES 401(K) MULTIPLE EMPLOYER PLAN AND PROFIT-SHARING PLAN · FORT LAUDERDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Xojet Aviation, LLC reported $321,014 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,053 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 0.23% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 259th-largest of 3,644 plans among Florida employers on file, and the 197th of 2,677 in transportation & warehousing. In 2024, employees put in $1.48 for every $1.00 the employer contributed; active participation has shrunk from 1,824 to 1,612 since 2022.

Plan summary
Net assets, end of year$133,070,188
Participants with balances2,325
Active participants1,612
Employer contributions$12,981,758
Employee contributions$19,199,509
Employer contribution per active participant$8,053
Average account balance$57,234
Benefits paid to participants$26,315,978
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$133.1M · 2,325 accts · $13.0M emplr
2023$109.5M · 2,189 accts · $10.9M emplr
2022$80.1M · 2,103 accts · $5.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$186,753
Investment management$74,946
Audit (IQPA)$29,500
Total administrative$321,014
The Xojet Aviation, LLC 401(k) match · 2024
Employer contribution per active participant$8,053
Median for plans this size$3,635
2024$8,053 per active participant
2023$6,467 per active participant
2022$3,237 per active participant

Xojet Aviation, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$189,903
NEWFRONT RETIREMENT SERVICES INC · Investment advisory (plan)$74,946
CARON & BLETZER, PLLC · Accounting / audit$29,500
THE ANGEL PENSION GROUP INC · Consulting$19,500
STROEMER AND COMPLANY, LLC · Consulting$10,315

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$321,014 · 0.26%
2023$237,647 · 0.25%
2022$155,073 · 0.23%
Same employer
Similar plansTransportation & Warehousing · Florida
Signature Aviation USA, LLC FL$304.4M · 0.17%
The Suddath Companies FL$89.9M · 0.29%
Osg Ship Management, Inc. FL$73.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710994172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.