Trego/Dugan Aviation 401(k) match, vesting and fees
What Trego/Dugan Aviation's 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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Trego/Dugan Aviation: employer contribution per participant | $436 | |
| Peer median | $1,076 |
| Trego/Dugan Aviation: average balance | $4,082 | |
| Peer median | $31,804 |
| Trego/Dugan Aviation: admin expenses ÷ assets | 8.46% | |
| Peer median | 0.46% |
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 $883K at the end of plan year 2021 to $1.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,208 | $1.8M | $192K | $436 | 8.46% | Not published | Form 5500 ↗ |
| 2023 | 2,017 | $1.1M | $99K | $283 | 7.00% | Not published | Form 5500 ↗ |
| 2022 | 248 | $673K | $25K | $835 | 0.99% | Not published | Form 5500 ↗ |
| 2021 | 140 | $883K | $24K | $768 | 0.11% | Not published | 5500-SF ↗ |
Common questions
Does Trego/Dugan Aviation match 401(k) contributions?
The match terms for the Trego-Dugan 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $192K in employer contributions, about $436 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trego/Dugan Aviation 401(k) match vested?
The vesting schedule for the Trego-Dugan 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trego/Dugan Aviation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Trego/Dugan Aviation, Inc..
I left Trego/Dugan Aviation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trego/Dugan Aviation, Inc., (308) 532-5864) or the recordkeeper, ADP, Inc.. The Trego/Dugan Aviation old 401(k) page lists the contacts from every plan filing. Find an old Trego/Dugan Aviation 401(k)
Data from the public Form 5500 annual reports Trego/Dugan Aviation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Trego/Dugan Aviation. Not financial advice. Report a correction · Methodology