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Original filing (PDF)20251222123343NAL0005278595001
SKY CHEFS, INC.
Form 5500
FILING_RECEIVED
SKY CHEFS, INC. MONEYSMART 401K SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.2 moNo auditor on file
Active participants
12,486
Accounts w/ balance
6,444
Plan assets (EOY)
$256.7M
Net assets (EOY)
$256.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
55
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 1.2 months past the 10.5-month grace window.
- 19 bps in Schedule C fees — 85% above peer band of 10 bps.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKY CHEFS, INC..
Plan sponsor
Name
SKY CHEFS, INC.
EIN
13-1318367
Address
5040 RIVERSIDE DRIVE · BUILDING 1 SUITE 200 · IRVING, TX · 75039
Phone
(469) 599-1149
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $406K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | CONSULTANT | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GGF, LLP | — | ENCINO, CA | ACCOUNTANT | $42K | — |
Investments
31 direct securities · 5 pooled funds· $271.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$126.5M
30 holdings
Common Collective Trust
$115.8M
5 holdings
Mutual Funds
$29.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $41.2M | 16.0% | |
| T. Rowe Price T Rowe Price Institutional Large Cap | — | — | $18.8M | $35.5M | 13.8% | |
| American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $29.4M | 11.4% | |
| BLACKROCK RUSSELL 2000 FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $22.6M | 8.8% | |
| BLACKROCK EQUITY INDEX FUND CLASS M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $19.9M | 7.7% | |
| Vanguard Equity Income Class Admiral | — | — | — | $16.9M | 6.6% | |
| BLACKROCK US DEBT INDEX FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $16.2M | 6.3% | |
| BLACKROCK MSCI EAFE EQUITY INDEX FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352742 / PN 001 | Common Collective Trust | — | — | $16.0M | 6.2% | |
| American Euro Pacific | — | — | — | $10.1M | 3.9% | |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS | — | — | $9.7M | $10.1M | 3.9% | |
| JP Morgan US Equity Fund Class R6 | — | — | — | $8.4M | 3.3% | |
| JP Morgan JP Morgan Mid Cap Value Fund R6 | — | — | — | $6.4M | 2.5% | |
| LOAN FUND LOANS | — | — | $5.0M | $5.0M | 2.0% | |
| Annum, Collateralized by Participants' Vested Account Balances, Maturing through December 2029 | — | — | — | $5.0M | 2.0% | |
| Neuberger Berman Neuberger Berman Mid Cap | — | — | — | $4.9M | 1.9% | |
| Vanguard 2030 Target Retirement | — | — | — | $4.3M | 1.7% | |
| Vanguard 2025 Target Retirement | — | — | — | $3.2M | 1.2% | |
| Vanguard REIT Index Fund ADM | — | — | — | $3.2M | 1.2% | |
| Vanguard 2040 Target Retirement | — | — | — | $2.8M | 1.1% | |
| Vanguard 2035 Target Retirement | — | — | — | $2.5M | 1.0% | |
| Fidelity Total Bond K6 | — | — | — | $1.6M | 0.6% | |
| Vanguard 2065 Target Retirement | — | — | — | $1.2M | 0.5% | |
| Vanguard 2020 Target Retirement | — | — | — | $910K | 0.4% | |
| Pear Tree Funds Pear Tree Polaris Foreign Value Fund | — | — | — | $760K | 0.3% | |
| Vanguard 2050 Target Retirement | — | — | — | $735K | 0.3% | |
| Vanguard 2045 Target Retirement | — | — | — | $723K | 0.3% | |
| CALVERT US LRG CP CORE RESPN I MUTUAL FUNDS | — | — | $591K | $720K | 0.3% | |
| Vanguard Target Income Retirement | — | — | $703K | $655K | 0.3% | |
| VANGUARD 2055 TARGET RETIREMNT MUTUAL FUNDS | — | — | $438K | $498K | 0.2% | |
| Vanguard 2060 Target Retirement | — | — | — | $378K | 0.1% | |
| Vanguard 2070 Target Retirement | — | — | — | $33K | <0.1% | |
| Interest-bearing Cash BlackRock BIF Money Fund | — | — | — | $26K | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $26K | $26K | <0.1% | |
| Accrued Income | — | — | — | $4K | <0.1% | |
| Non-interest-bearing cash | — | — | — | $3K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $3K | $3K | <0.1% |