How big is Compaero Inc.'s plan?

Compaero Inc.'s plan reported $487K in assets and 11 participants for 2025.

Original filing (PDF)20260311073154NAL0005138771001

Compaero Inc.

Name: Compaero Inc. — Compaero Inc. 401(k) Plan, Form 5500 (2025)
Creator: Compaero Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compaero Inc. 401(k) Plan

401(k) retirement plan · Compaero Inc.'s Compaero Inc. 401(k) Plan held $487K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

People on this filing

Robert Small signed Compaero Inc.'s 2025 Form 5500 as plan administrator.

Robert Small — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Compaero Inc.'s EIN is 22-3086361.

EIN 22-3086361

Plan number 001

Plan year 2025

ACK ID 20260311073154NAL0005138771001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Compaero Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Compaero Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

COMPAERO INC.

EIN

all filings

Address

379 TIMBER RD. · MOORESVILLE, NC · 28115

Phone

(888) 428-5558

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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