Retirement plan

HARLOW AERO GROUP LLC 401(K) PLAN AND TRUST

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

HARLOW AERO GROUP LLCEIN 88-0528296Plan #001PY 2022

1501 SOUTH MCLEAN BOULEVARD - WICHITA, KS 672134303316-265-5268

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$10.9M

No prior year

Total participants

439

No prior year

Average account balance

$29,194

No prior year

Annual return

-15.09%

No prior year

Benchmarks

See 2,389 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,389 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.10M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

502

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.12M

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

+11.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$70

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 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 · EIN 26-4310632	Other Commissions	$47,129
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$31,673

Plan features & details

Pension benefit codes2G2J2T3D2F

Plan features

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$32K

$109 / participant

Other / not subdivided$32K100.0%

% of EOY assets

0.290%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KOCH SIEDHOFF HAND & DUNN, LLP
Auditor EIN: 480922808
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,194

$72,303-59.6%

$86,698-66.3%

$64,819-55.0%

Participation rate

77.6%

80.4%-2.8pp

76.6%+1.0pp

71.5%+6.1pp

Annual return

-15.09%

392.77%-407.9pp

35.95%-51.0pp

32.84%-47.9pp

Employer contribution / active EE

$1,406

$2,393-41.3%

$2,837-50.4%

$2,507-43.9%

Participant deferral / active EE

$3,877

$4,660-16.8%

$4,656-16.7%

$4,311-10.1%

Admin fee / account holder

$85

$174-51.3%

$7,493-98.9%

$188-54.9%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1+ years

Service code 55 · EIN 26-4310632

Other Commissions

$47,129

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$31,673

HARLOW AERO GROUP LLC 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARLOW AERO GROUP LLC 401(K) 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