What public Form 5500 filings show about the Xojet Aviation, LLC 401(k) plan — and how to find and check your own account.
Xojet Aviation, LLC (EIN 71-0994172) reports VISTA FAMILY OF COMPANIES 401(K) MULTIPLE EMPLOYER PLAN AND PROFIT-SHARING PLAN on its most recent Form 5500, with $133.2M in plan assets across 1,612 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Xojet Aviation, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Xojet Aviation, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STROEMER AND COMPLANY, NEWFRONT RETIREMENT SERVICES, CARON & BLETZER, ANGEL PENSION GROUP.
