Retirement plan

AVIATION AND MISSILE SOLUTIONS 401(K) PLAN

Name: AVIATION AND MISSILE SOLUTIONS, LLC - AVIATION AND MISSILE SOLUTIONS 401(K) PLAN (2022) Form 5500
Creator: AVIATION AND MISSILE SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AVIATION AND MISSILE SOLUTIONS 401(K) PLAN, AVIATION AND MISSILE SOLUTIONS, LLC

AVIATION AND MISSILE SOLUTIONS, LLCEIN 63-1228635Plan #001PY 2022

620 DISCOVERY DRIVE NW - HUNTSVILLE, AL 35806256-652-2352ams3sx.comLinkedIn201-500 employeesdefense & space

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.6M

No prior year

Total participants

155

No prior year

Average account balance

$32,160

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 3,002 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,002 peers

Snapshot2022

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$38.66M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

301

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+159.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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 4-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.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$30K

$204 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.648%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,160

$64,119-49.8%

$112,228-71.3%

$66,914-51.9%

Participation rate

91.8%

68.5%+23.3pp

75.1%+16.7pp

69.8%+22.0pp

Annual return

0.00%

-13.81%+13.8pp

27.45%-27.4pp

1.58%-1.6pp

Employer contribution / active EE

$8,053

$3,005+168.0%

$3,635+121.6%

$2,544+216.5%

Participant deferral / active EE

$4,946

$3,693+33.9%

$4,728+4.6%

$4,237+16.7%

Admin fee / account holder

$208

$625-66.7%

$6,410-96.7%

$593-64.9%

AVIATION AND MISSILE SOLUTIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AVIATION AND MISSILE SOLUTIONS 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