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  2. AERO SYSTEMS ENGINEERING, INC
Sponsor portfolio

AERO SYSTEMS ENGINEERING, INC

EIN 58-2324582-airlines/aviation-Latest filing 2025
Plans
3
Retirement
2
$38.1M assets
Welfare
1
$695K premiums
Participants
362
2700 DELK ROAD SE, SUITE 100 - MARIETTA, GA 30067770-423-4200LinkedIn51-200 employeesairlines/aviation
Plans on this EIN
3 filings
#002ESOP-$27.3M - 46 part#001401k-$10.8M - 161 part#501Mixed-$695K - 155 lives

Retirement portfolio analytics

2 plans aggregated / $38.1M assets / 207 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • EMPLOYEE STOCK OWNERSHIP (#002)72%
  • PROFIT SHARING PLAN (#001)28%
Total $38.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)161
  • EMPLOYEE STOCK OWNERSHIP (#002)46
Total 207Click row to drill in

Benefits portfolio analytics

1 plan / $695K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$468K
  • Dental$227K
  • Vision$227K
  • Life$227K
  • Short-term disability$227K
  • Long-term disability$227K
  • +1 more
Total $695K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • HCC LIFE INSURANCE COMPANY67%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
Total $695K2 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • BIA BENEFITS CONSULTING LLC49%
  • OAKBRIDGE INSURANCE AGENCY, LLC32%
  • THE CASON GROUP INC19%
Total $59K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AERO SYSTEMS ENGINEERING, INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$27.3M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AERO GROUP 401(K) AND PROFIT SHARING PLAN

401k

Assets$10.8M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AERO SYSTEMS ENGINEERING, INC. WELFARE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$695K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AERO SYSTEMS ENGINEERING, INC EMPLOYEE STOCK OWNERSHIP PLANESOP$27.3M462025
001AERO GROUP 401(K) AND PROFIT SHARING PLAN401k$10.8M1612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AERO SYSTEMS ENGINEERING, INC. WELFARE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$695K1552025
Retirement plans
Welfare plans
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