Plan5500

Standardaero 401k Savings Plan — Form 5500 plan (Standardaero)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Standardaero 401k Savings Plan is a benefit plan reported by Standardaero under EIN 52-1956503 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,294 participants and $333,374,534 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Standardaero
EIN
52-1956503
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
4,294
End-of-year plan assets
$333,374,534

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,294H, C20241011102429NAL0012367779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$333,374,534
Total liabilities (EOY)
$0
Net assets (EOY)
$333,374,534
Net assets (BOY)
$286,775,974

Income & contributions

Employer contributions
$11,557,360
Participant contributions
$19,583,086
Total contributions
$39,162,369
Total income / additions
$78,659,814

Expenses & distributions

Benefits paid
$31,912,124
Administrative expenses
$146,487
Total expenses
$32,061,254
Net increase / (decrease)
$46,598,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$88,482$02023
Ameriprise Financial ServicesCONSULTANT$37,500not reported in the loaded dataset2023
Cbiz Cpas P.C.CONSULTANT$19,530not reported in the loaded dataset2023

Related Form 5500 pages