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Original filing (PDF)20251014121527NAL0003897632002
FLEXI-VAN LEASING, LLC
Form 5500
FILING_RECEIVED
FLEXI-VAN PENSION PLAN
Defined-benefit pension plan
Signals · 1
35% in single holding
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$44.1M
Net assets (EOY)
$44.0M
How this plan invests
This plan
16 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Aon Long CR BD" is 35% of plan.
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLEXI-VAN LEASING, LLC.
Plan sponsor
Name
FLEXI-VAN LEASING, LLC
EIN
13-1985646
Address
8377 E. HARTFORD DRIVE, SUITE 205 · SCOTTSDALE, AZ · 852556677
Phone
(908) 276-8000
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC. | — | LOS ANGELES, CA | N/A | $159K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $29K | — |
Investments
3 direct securities · 16 pooled funds· $58.7M(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.
Common Collective Trust
$41.1M
14 holdings
Uncategorized
$15.7M
3 holdings
103-12 Investment Entity
$1.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AON HEWITT LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | $23.3M | $20.6M | 46.8% | |
| AON US INTER GOVT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | $10.1M | $10.1M | 22.9% | |
| Asset onTransaction$ | — | — | — | $10.0M | 22.8% | |
| AON HEWITT INTERMEDIATE CRED BD FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | — | $5.3M | $5.4M | 12.2% | |
| $ (h) | — | — | — | $4.6M | 10.4% | |
| AON US LONG GOVT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | $2.2M | $2.1M | 4.7% | |
| AON CORE REAL ESTATE AON TRUST COMPANY LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | — | $1.3M | $1.5M | 3.5% | |
| AON MULTI-ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | $1.4M | $1.4M | 3.1% | |
| AON LIQUID ALTERNATIVES FUND LTD AON HEWITT INVESTMENT CONSULTING INC · EIN 98-1090818 / PN 001 | 103-12 Investment Entity | — | $843K | $1.1M | 2.6% | |
| Cash Equivalents Allspring Government Money Market Fund | — | — | $1.1M | $1.1M | 2.5% | |
| AON OPPORTUNISTIC ALTERNATIVES SP AON HEWITT INVESTMENT CONSULTING INC · EIN 98-1419542 / PN 001 | 103-12 Investment Entity | — | $478K | $695K | 1.6% | |
| AON HEWITT GLOBAL REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | — | $58K | $72K | 0.2% | |
| AON HEWITT LARGE CAP EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON LARGE CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 046 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT NON-U.S. EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON NON-US EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 044 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT SMALL & MID CAP EQ FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON SMALL CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 045 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HEWITT GLOBAL EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |