North Star Aviation 401(k) match, vesting and fees

Plan year 2025 filingNorth Star Aviation 401(k) Plan · Plan 001 · EIN 41-1251295Updated Oct 2026

What North Star Aviation's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $382K in employer contributions, about $866 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$8,994
Average account balance
456
Participants (end of year)
$4M
Plan assets (end of year)
1.49%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperAdmin. Group, LLC DBA Tag ResourcesSchedule C ↗
Independent auditorCoulter & Justus (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.

North Star Aviation: employer contribution per participant$866
Peer median$1,800
North Star Aviation: average balance$8,994
Peer median$72,234
North Star Aviation: admin expenses ÷ assets1.49%
Peer median0.18%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $1.3M at the end of plan year 2021 to $4M at the end of plan year 2025.

$1.3M2021$1.3M2022$1.9M2023$2.6M2024$4M2025
End-of-year figures from each plan year's Form 5500 filing for the North Star Aviation plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025456$4M$382K$8661.49%Not publishedForm 5500 ↗
2024446$2.6M$295K$6861.56%Not publishedForm 5500 ↗
2023351$1.9M$237K$7081.66%Not publishedForm 5500 ↗
2022263$1.3M$179K$7201.83%Not publishedForm 5500 ↗
2021241$1.3M$151K$6881.72%Not publishedForm 5500 ↗

Common questions

Does North Star Aviation match 401(k) contributions?

The match terms for the North Star Aviation 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $382K in employer contributions, about $866 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the North Star Aviation 401(k) match vested?

The vesting schedule for the North Star Aviation 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the North Star Aviation 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Admin. Group, LLC DBA Tag Resources. The plan administrator is Administrative Group, LLC DBA Tag Resources.

I left North Star Aviation. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, Admin. Group, LLC DBA Tag Resources. The North Star Aviation old 401(k) page lists the contacts from every plan filing. Find an old North Star Aviation 401(k)

Data from the public Form 5500 annual reports North Star Aviation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with North Star Aviation. Not financial advice. Report a correction · Methodology