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Original filing (PDF)20251013121721NAL0000581411001
INFLIGHT, INC.
Form 5500
FILING_RECEIVED
INFLIGHT, INC 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
208
Accounts w/ balance
170
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFLIGHT, INC..
Plan sponsor
Name
INFLIGHT, INC.
EIN
14-1764481
Address
P O BOX 326 · RED HOOK, NY · 12571
Phone
(845) 835-6060
Industry
Other Services (ex. Public Admin)see 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY FINANCIAL RESROUCES | — | TOPEKA, KS | NONE | $600 | — |
Investments
44 direct securities· $1.7M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Trp Retirement 2030 Mutual Fund | — | — | — | $185K | 10.5% | |
| Trp Retirement 2040 Mutual Fund | — | — | — | $157K | 8.9% | |
| Jpmorgan U.S. Government Money Market Mutual Fund | — | — | — | $157K | 8.9% | |
| Bny Mellon S&P 500 Index Mutual Fund | — | — | — | $100K | 5.7% | |
| Trp Retirement 2050 Mutual Fund | — | — | — | $99K | 5.6% | |
| Invesco Equity And Income Mutual Fund | — | — | — | $77K | 4.4% | |
| Jpmorgan Small Cap Value Mutual Fund | — | — | — | $77K | 4.4% | |
| Janus Henderson Enterprise Mutual Fund | — | — | — | $76K | 4.3% | |
| JPMORGAN MID CAP GROWTH MUTUAL FUNDS 64392 JPMORGAN SMALL CAP VALUE MUTUAL FUNDS 76999 JPMORGAN US SMALL COMPANY MUTUAL FUNDS 2369 PARTICIPANT LOANS LOW-HIGH INTEREST RATE 8.75% - 9.50% MATURITY DATE 10/28/2029 | — | — | — | $75K | 4.2% | |
| Trp Retirement 2035 Mutual Fund | — | — | — | $72K | 4.1% | |
| Trp Retirement 2055 Mutual Fund | — | — | — | $67K | 3.8% | |
| Jpmorgan Mid Cap Growth Mutual Fund | — | — | — | $64K | 3.6% | |
| Trp Growth Stock Mutual Fund | — | — | — | $58K | 3.3% | |
| Trp Retirement 2060 Mutual Fund | — | — | — | $45K | 2.6% | |
| Franklin Mutual Global Discovery Mutual Fund | — | — | — | $37K | 2.1% | |
| Trp Retirement 2045 Mutual Fund | — | — | — | $36K | 2.0% | |
| Allspring Special Mid Cap Value Mutual Fund | — | — | — | $36K | 2.0% | |
| Jpmorgan U.S. Research Enhanced Equity Mutual Fund | — | — | — | $34K | 1.9% | |
| Pioneer Bond Mutual Fund | — | — | — | $25K | 1.4% | |
| Bny Mellon Midcap Index Mutual Fund | — | — | — | $24K | 1.3% | |
| Trp Retirement 2025 Mutual Fund | — | — | — | $22K | 1.2% | |
| Templeton Foreign Mutual Fund | — | — | — | $21K | 1.2% | |
| Goldman Sachs Small Cap Value Mutual Fund | — | — | — | $20K | 1.1% | |
| Trp Retirement 2015 Mutual Fund | — | — | — | $17K | 0.9% | |
| Guggenheim Total Return Bond Mutual Fund | — | — | — | $16K | 0.9% | |
| American Funds Washington Mutual Fund | — | — | — | $16K | 0.9% | |
| Jpmorgan Equity Income Mutual Fund | — | — | — | $14K | 0.8% | |
| Fidelity Adv Real Estate Mutual Fund | — | — | — | $12K | 0.7% | |
| Amg River Road Mid Cap Value Mutual Fund | — | — | — | $9K | 0.5% | |
| Janus Henderson Research Mutual Fund | — | — | — | $6K | 0.4% | |
| Federated Hermes Corporate Bond Mutual Fund | — | — | — | $6K | 0.3% | |
| Invesco Dividend Income Mutual Fund | — | — | — | $6K | 0.3% | |
| American Funds New World Mutual Fund | — | — | — | $5K | 0.3% | |
| Allspring Special Small Cap Value Mutual Fund | — | — | — | $5K | 0.3% | |
| Janus Henderson Global Research Mutual Fund | — | — | — | $5K | 0.3% | |
| Templeton Global Bond Mutual Fund | — | — | — | $4K | 0.2% | |
| Clearbridge Growth Mutual Fund | — | — | — | $4K | 0.2% | |
| Trp Retirement 2020 Mutual Fund | — | — | — | $4K | 0.2% | |
| Pimco Real Return Mutual Fund | — | — | — | $3K | 0.1% | |
| Jpmorgan Us Small Company Mutual Fund | — | — | — | $2K | 0.1% | |
| Goldman Sachs Emerging Markets Equity Insights Mutual Fund | — | — | — | $2K | 0.1% | |
| Allspring Large Cap Core Mutual Fund | — | — | — | $2K | 0.1% | |
| Pimco High Yield Spectrum Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Advisor Mid Cap Value Mutual Fund | — | — | — | $1K | <0.1% |
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