Retirement plan

AAA AIR SUPPORT 401K PROFIT SHARING PLAN

Name: AAA AIR SUPPORT - AAA AIR SUPPORT 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: AAA AIR SUPPORT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AAA AIR SUPPORT 401K PROFIT SHARING PLAN, AAA AIR SUPPORT

AAA AIR SUPPORTEIN 95-4506298Plan #002PY 2024

13723 HARVARD PLACE - GARDENA, CA 90249310-538-1377aaaairsupport.comLinkedIn1-10 employeesaviation & aerospace

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6M

+13.9% from 2023

Total participants

+7.7% from 2023

Average account balance

$431,217

+5.7% from 2023

Annual return

10.77%

-2.97 pp from 2023

Benchmarks

See 9,736 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,736 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.04M

Not enough data

1 years with asset history on file

Average account balance

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

$431K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+10.77%

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

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 codes2E3D2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$130 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.026%

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

$431,217

$90,614+375.9%

$76,089+466.7%

$145,877+195.6%

Participation rate

100.0%

74.5%+25.5pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

10.77%

623.80%-613.0pp

360.94%-350.2pp

551.28%-540.5pp

Employer contribution / active EE

$8,431

$3,324+153.6%

$2,690+213.4%

$4,663+80.8%

Participant deferral / active EE

$5,430

$5,168+5.1%

$4,259+27.5%

$6,691-18.8%

Admin fee / account holder

$112

$8,376-98.7%

$6,418-98.3%

$13,402-99.2%

AAA AIR SUPPORT 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AAA AIR SUPPORT 401K 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