Retirement plan

AND SERVICES 401(K) PROFIT SHARING PLAN

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

ALEXA AIR, INC.EIN 82-4519181Plan #001PY 2025

5010 N. CORTEZ AVE - TAMPA, FL 33614813-445-4818LinkedIn1-10 employeesmedical practice

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$1.9M

+18.0% from 2024

Total participants

132

+8.2% from 2024

Average account balance

$48,723

-8.5% from 2024

Annual return

16.19%

+3.09 pp from 2024

Benchmarks

See 1,499 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,499 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.95M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

32.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$315K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7357

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 codes3D2E2F2G2J2T

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$294K

$2373 / participant

Other / not subdivided$294K100.0%

% of EOY assets

15.100%

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

$48,723

$83,369-41.6%

$105,223-53.7%

$67,986-28.3%

Participation rate

25.8%

56.3%-30.5pp

75.0%-49.2pp

57.2%-31.4pp

Annual return

16.19%

24.64%-8.5pp

180.65%-164.5pp

31.67%-15.5pp

Employer contribution / active EE

$901

$2,541-64.5%

$3,689-75.6%

$2,019-55.3%

Participant deferral / active EE

$1,635

$3,295-50.4%

$5,072-67.8%

$3,358-51.3%

Admin fee / account holder

$7,357

$4,073+80.7%

$8,859-17.0%

$3,203+129.7%

AND SERVICES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AND SERVICES 401(K) PROFIT SHARING 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