Back to filter
Original filing (PDF)20250707152102NAL0002070771001
EXEC1 AVIATION, LLC
Form 5500-SF
FILING_RECEIVED
EXEC1 AVIATION, LLC 401(K) PLAN
401(k) retirement plan
Active participants
62
Accounts w/ balance
69
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXEC1 AVIATION, LLC.
Plan sponsor
Name
EXEC1 AVIATION, LLC
EIN
27-0239059
Address
3700 SE CONVENIENCE BLVD · ANKENY, IA · 50021
Phone
(515) 965-1020
Industry
Transportation & Warehousingsee 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
2025-07-07
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Transportation & Warehousing plans
PRESTIGE TRAVEL, INC.
PRESTIGE TRAVEL, INC. PROFIT SHARING AND 401(K) SAVINGS RETIREMENT PLAN
$3.4M · 12 participants
PATHFINDER AVIATION, LLC
PATHFINDER AVIATION RETIREMENT PLAN
$3.4M · 90 participants
H. E. SUTTON FORWARDING CO., LLC
H. E. SUTTON FORWARDING CO., LLC 401(K) PROFIT SHARING PLAN
$3.4M · 9 participants
BROWNSTONE SERVICES LLC
BROWNSTONE SERVICES LLC 401(K) PROFIT SHARING PLAN AND TRUST
$3.4M · 8 participants
INTERNATIONAL FREIGHT TRANSPORT, INC.
INTERNATIONAL FREIGHT TRANSPORT, INC. CASH BALANCE PLAN
$3.4M · 20 participants
GLOBAL TRANSPORTATION SYSTEMS, INC.
GLOBAL TRANSPORTATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$3.4M · 13 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B