Retirement plan

SIGNATURE AVIATION

Name: SIGNATURE AVIATION - SIGNATURE AVIATION (2025) Form 5500
Creator: SIGNATURE AVIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGNATURE AVIATION, SIGNATURE AVIATION

SIGNATURE AVIATIONEIN 59-3096227Plan #002PY 2025

13485 VETERANS WAY, #6-71 - ORLANDO, FL 32827800-248-5554signatureflight.comLinkedIn5001-10000 employeesairlines/aviation

Prospect flagsLow participationFailed to provide benefitCorrective distributions

How to read this page

Total assets (EOY)

$304.4M

+12.2% from 2024

Total participants

6,415

-7.2% from 2024

Average account balance

$70,474

+8.8% from 2024

Annual return

16.55%

-1.32 pp from 2024

Benchmarks

See 158 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort158 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$304.45M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

4,320

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.

59.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$112

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL5 years Service code 37 · EIN 04-2647786	Loan Processing	$283,421
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$93,954
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 27 · EIN 82-2748926	Advisory (Plan)	$76,710
REHMANN ROBSON3 years Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3567911	Accounting	$29,650

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$484K

$94 / participant

Recordkeeping$283K58.5%
Investment mgmt$94K19.4%
Contract admin$3000.1%
Other / not subdivided$106K22.0%

% of EOY assets

0.159%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: REHMANN ROBSON LLC
Auditor EIN: 383635706
Audit fees: $29,650
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,474

$126,505-44.3%

$78,004-9.7%

$126,505-44.3%

Participation rate

59.4%

81.0%-21.7pp

69.4%-10.1pp

81.0%-21.7pp

Annual return

16.55%

14.86%+1.7pp

31.07%-14.5pp

14.86%+1.7pp

Employer contribution / active EE

$1,574

$4,041-61.0%

$2,469-36.2%

$4,041-61.0%

Participant deferral / active EE

$3,076

$6,313-51.3%

$4,092-24.8%

$6,313-51.3%

Admin fee / account holder

$112

$145-23.0%

$7,578-98.5%

$145-23.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5 years

Service code 37 · EIN 04-2647786

Loan Processing

$283,421

STRATEGIC ADVISORS, INC.5 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$93,954

CALLAN ASSOCIATES2 years

Filed as: CALLAN LLC

Service code 27 · EIN 82-2748926

Advisory (Plan)

$76,710

REHMANN ROBSON3 years

Filed as: REHMANN ROBSON LLC

Service code 10 · EIN 38-3567911

Accounting

$29,650

SIGNATURE AVIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIGNATURE AVIATION

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