Retirement plan

AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS INVESTMENT SAVINGS PLAN

Name: AMERICAN INSTITUTE OF AERONAUTICS A - AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS INVESTMENT SAVINGS PLAN (2024) Form 5500
Creator: AMERICAN INSTITUTE OF AERONAUTICS A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS INVESTMENT SAVINGS PLAN, AMERICAN INSTITUTE OF AERONAUTICS A

AMERICAN INSTITUTE OF AERONAUTICS AEIN 13-1677290Plan #002PY 2024

12700 SUNRISE VALLEY DRIVE SUITE 20 - RESTON, VA 201915807703-264-7500LinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed November 21, 2024

Plan administrator

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12700 Sunrise Valley Drive, Suite 200

Reston, VA 20191

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Plans declared (1)

American Institute of Aeronautics and Astronautics 457(b) Deferred Compensation Plan3 emp

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Total assets (EOY)

$27M

+9.7% from 2023

Total participants

107

-9.3% from 2023

Average account balance

$254,853

+13.8% from 2023

Annual return

15.61%

-3.39 pp from 2023

Benchmarks

See 10,689 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,689 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$27.01M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$255K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

106

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

151.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.61%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$26378

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2M2S2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.8M

$39944 / participant

Other / not subdivided$3M100.0%

% of EOY assets

10.350%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$254,853

$58,234+337.6%

$81,783+211.6%

$80,874+215.1%

Participation rate

98.6%

63.4%+35.1pp

72.4%+26.2pp

67.6%+30.9pp

Annual return

15.61%

41.70%-26.1pp

775.05%-759.4pp

35.62%-20.0pp

Employer contribution / active EE

$4,939

$2,341+110.9%

$2,913+69.6%

$2,756+79.2%

Participant deferral / active EE

$13,768

$3,283+319.4%

$4,320+218.7%

$4,297+220.4%

Admin fee / account holder

$26,378

$4,982+429.5%

$7,380+257.4%

$6,935+280.4%

AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS INVESTMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS INVESTMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion