Retirement plan

COULSON AVIATION (USA), INC. 401(K) PLAN

Name: COULSON AVIATION (USA), INC. - COULSON AVIATION (USA), INC. 401(K) PLAN (2024) Form 5500
Creator: COULSON AVIATION (USA), INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COULSON AVIATION (USA), INC. 401(K) PLAN, COULSON AVIATION (USA), INC.

COULSON AVIATION (USA), INC.EIN 93-1039466Plan #001PY 2024

1200 NW NAITO PARKWAY, SUITE 200 - PORTLAND, OR 97209250-724-7600LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.1M

+45.2% from 2023

Total participants

208

+66.4% from 2023

Average account balance

$61,969

+11.3% from 2023

Annual return

22.34%

+0.50 pp from 2023

Benchmarks

See 1,227 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,227 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.10M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

163

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.

73.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+22.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$185

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 5 by compensation

Provider	Service type	Compensation
TRINITY PENSION GROUP, LLC4 years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282	Contract Administrator	$30,476
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 25 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211	Directed Trustee	$22,848
NATIONWIDE4 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping Fees	$6,352
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 25 · EIN 34-1542819 ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 63103	Directed Trustee	$900
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 64 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215	Recordkeeping Fees	$132

Plan features & details

Pension benefit codes2T2J2K2F2G3D

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$30K

$176 / participant

Contract admin$30K100.0%

% of EOY assets

0.298%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: AUDIT AND TAX SOLUTIONS CPAS
Auditor EIN: 943211753
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,969

$54,674+13.3%

$76,089-18.6%

$74,429-16.7%

Participation rate

73.7%

60.3%+13.4pp

69.1%+4.6pp

67.2%+6.5pp

Annual return

22.34%

31.89%-9.5pp

360.94%-338.6pp

1368.38%-1346.0pp

Employer contribution / active EE

$4,291

$1,781+140.9%

$2,690+59.5%

$2,625+63.5%

Participant deferral / active EE

$8,033

$3,071+161.6%

$4,259+88.6%

$4,348+84.7%

Admin fee / account holder

$185

$2,238-91.7%

$6,418-97.1%

$1,944-90.5%

Provider

Service type

Compensation

TRINITY PENSION GROUP, LLC4 years

Filed as: TRINITY PENSION GROUP

Service code 13 · EIN 20-0235252

PO BOX 2159 · JAMESTOWN, NC 27282

Contract Administrator

$30,476

IRON-CO-FID-COMPREHENSIVE4 years

Filed as: IRON-CO-FID--COMPREHENSIVE

Service code 25 · EIN 26-2409128

5440 W 110TH ST · SHAWNEE MISSION, KS 66211

Directed Trustee

$22,848

NATIONWIDE4 years

Service code 64

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping Fees

$6,352

WELLS FARGO BANK, N.A.4 years

Filed as: WELLS FARGO CLEARING SERVICES, LLC

Service code 25 · EIN 34-1542819

ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 63103

Directed Trustee

$900

NATIONWIDE4 years

Filed as: NATIONWIDE LIFE INSURANCE COMPANY

Service code 64 · EIN 31-4156830

10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215

Recordkeeping Fees

$132

COULSON AVIATION (USA), INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COULSON AVIATION (USA), INC. 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