Retirement plan

AIR SERBIA INC. 401(K) PLAN

Name: AIR SERBIA INC. - AIR SERBIA INC. 401(K) PLAN (2025) Form 5500
Creator: AIR SERBIA INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIR SERBIA INC. 401(K) PLAN, AIR SERBIA INC.

AIR SERBIA INC.EIN 13-2684382Plan #001PY 2025

295 MADISON AVENUE, 12TH FLOOR - NEW YORK, NY 10017917-546-2141

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$771K

+28.2% from 2024

Total participants

+20.0% from 2024

Average account balance

$128,510

+6.8% from 2024

Annual return

16.09%

-0.14 pp from 2024

Benchmarks

See 3,066 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort3,066 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$771K

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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

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

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$769

$128 / participant

Other / not subdivided$769100.0%

% of EOY assets

0.100%

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

$128,510

$106,588+20.6%

$94,215+36.4%

$155,188-17.2%

Participation rate

100.0%

74.3%+25.7pp

70.0%+30.0pp

80.8%+19.2pp

Annual return

16.09%

29.39%-13.3pp

28.22%-12.1pp

148.84%-132.7pp

Employer contribution / active EE

$4,064

$3,080+32.0%

$2,675+51.9%

$4,248-4.3%

Participant deferral / active EE

$8,038

$4,802+67.4%

$4,276+88.0%

$6,531+23.1%

Admin fee / account holder

$128

$12,281-99.0%

$10,216-98.7%

$14,480-99.1%

AIR SERBIA INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AIR SERBIA INC. 401(K) PLAN

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