Retirement plan

NATIONAL SHUNT SERVICE LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: NATIONAL SHUNT SERVICE LLC - NATIONAL SHUNT SERVICE LLC 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: NATIONAL SHUNT SERVICE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL SHUNT SERVICE LLC 401(K) PROFIT SHARING PLAN AND TRUST, NATIONAL SHUNT SERVICE LLC

NATIONAL SHUNT SERVICE LLCEIN 46-4409729Plan #001PY 2025

6375 RIVERSIDE DR, SUITE 200 - DUBLIN, OH 43017905-377-9900nationalflight.comLinkedIn51-200 employeesairlines/aviation

Prospect flagsLow returnsHigh feesHigh cashLow participationLow assets / participantLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$1.2M

-24.9% from 2024

Total participants

335

-33.5% from 2024

Average account balance

$9,088

+101.3% from 2024

Annual return

7.73%

-9.50 pp from 2024

Benchmarks

See 444 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort444 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

132

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.

34.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$308K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1000

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

+7.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$428

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603	Plan Administrator	$24,581
PEASE & ASSOCIATES, LLC1 year Filed as: PEASE BELL CPAS. LLC Service code 10 · EIN 36-4267431	Accounting	$21,100
GALLAGHER FIDUCIARY ADVISORS, LLC1 year Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971	Advisory (Plan)	$6,860

Plan features & details

Pension benefit codes2G2T2E2J2K3B3D2F2R

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

7 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$56K

$183 / participant

Recordkeeping$25K43.5%
Investment mgmt$7K12.4%
Other / not subdivided$25K44.0%

% of EOY assets

4.707%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PEASE BELL CPAS LLC
Auditor EIN: 364267431
Audit fees: $21,100
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$9,088

$61,058-85.1%

$71,209-87.2%

$85,563-89.4%

Participation rate

34.1%

58.6%-24.5pp

73.8%-39.7pp

66.0%-31.9pp

Annual return

7.73%

100.41%-92.7pp

282.51%-274.8pp

31.51%-23.8pp

Employer contribution / active EE

$218

$2,199-90.1%

$2,721-92.0%

$2,654-91.8%

Participant deferral / active EE

$782

$3,173-75.4%

$4,175-81.3%

$4,375-82.1%

Admin fee / account holder

$428

$855-50.0%

$5,349-92.0%

$834-48.7%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY WORKPLACE SERVICES LLC

Service code 14 · EIN 04-3532603

Plan Administrator

$24,581

PEASE & ASSOCIATES, LLC1 year

Filed as: PEASE BELL CPAS. LLC

Service code 10 · EIN 36-4267431

Accounting

$21,100

GALLAGHER FIDUCIARY ADVISORS, LLC1 year

Filed as: GALLAGHER FIDUCIARY ADVISORS LLC

Service code 27 · EIN 36-4291971

Advisory (Plan)

$6,860

NATIONAL SHUNT SERVICE LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL SHUNT SERVICE LLC 401(K) PROFIT SHARING PLAN AND TRUST

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