Standardaero Business Aviation Services 401(k) match, vesting and fees
What Standardaero Business Aviation Services' 401(k) plan says about matching contributions
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.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 267 defined-contribution plans in transportation and warehousing with 1,000 to 4,999 participants.
| Standardaero Business Aviation Services: employer contribution per participant | $3,500 | |
| Peer median | $1,880 |
| Standardaero Business Aviation Services: average balance | $98,055 | |
| Peer median | $51,904 |
| Standardaero Business Aviation Services: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.21% |
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 $333M at the end of plan year 2023 to $364M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,067 | $364M | $13M | $3,500 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 4,665 | $333M | $11.6M | $3,245 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Standardaero Business Aviation Services match 401(k) contributions?
The match terms for the Standardaero 401k Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $13M in employer contributions, about $3,500 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Standardaero Business Aviation Services 401(k) match vested?
The vesting schedule for the Standardaero 401k Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Standardaero Business Aviation Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Standardaero Business Aviation Services, Inc..
I left Standardaero Business Aviation Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Standardaero Business Aviation Services, Inc., (480) 377-3148) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Standardaero Business Aviation Services old 401(k) page lists the contacts from every plan filing. Find an old Standardaero Business Aviation Services 401(k)
Data from the public Form 5500 annual reports Standardaero Business Aviation Services filed with the U.S. Department of Labor (plan years 2023 and 2024) 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 Standardaero Business Aviation Services. Not financial advice. Report a correction · Methodology