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Original filing (PDF)20251014114702NAL0002799953001
GOGO INC.
Form 5500
FILING_RECEIVED
GOGO INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
479
Accounts w/ balance
926
Plan assets (EOY)
$137.8M
Net assets (EOY)
$137.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOGO INC..
Plan sponsor
Name
GOGO INC.
EIN
27-1650905
Address
105 EDGEVIEW DRIVE · SUITE 300 · BROOMFIELD, CO · 80021
Phone
(312) 517-5149
Industry
Information / Tech / Mediasee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $50K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
Investments
44 direct securities · 2 pooled funds· $140.7M(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
$127.3M
44 holdings
Common Collective Trust
$13.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investment 500 Index Fund | — | — | — | $22.1M | 16.0% | |
| Common or collective trust fund Harbor Funds Capital Appreciation CIT Class 2 | — | — | — | $11.7M | 8.5% | |
| HARB CAP APPR CIT 2 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $11.7M | 8.5% | |
| Oakmark Fund Investor Class | — | — | — | $7.1M | 5.2% | |
| Fidelity Investment NASDAQ Composite Index Fund | — | — | — | $6.3M | 4.6% | |
| The Vanguard Group Mid Cap Index Institutional | — | — | — | $5.8M | 4.2% | |
| The Vanguard Group Target Ret 2035 Fund | — | — | — | $5.0M | 3.7% | |
| Capital Group American Funds 2040 Target Retirement Fund | — | — | — | $4.8M | 3.5% | |
| Capital Group American Funds 2035 Target Retirement Fund | — | — | — | $4.4M | 3.2% | |
| Capital Group American Funds 2055 Target Retirement Fund | — | — | — | $4.1M | 3.0% | |
| JP Morgan Mid Cap Value Fund | — | — | — | $3.8M | 2.7% | |
| The Vanguard Group Target Ret 2040 Fund | — | — | — | $3.7M | 2.7% | |
| Capital Group American Funds 2045 Target Retirement Fund | — | — | — | $3.5M | 2.5% | |
| The Vanguard Group Target Ret 2050 Fund | — | — | — | $3.4M | 2.4% | |
| The Vanguard Group Target Ret 2045 Fund | — | — | — | $3.3M | 2.4% | |
| Capital Group American Funds 2050 Target Retirement Fund | — | — | — | $3.1M | 2.3% | |
| The Vanguard Group Target Ret 2055 Fund | — | — | — | $2.6M | 1.9% | |
| Dimensional Fund Advisors International Core Equity Portfolio Fund | — | — | — | $2.4M | 1.8% | |
| Dimensional Fund Advisors Investment Grade Portfolio Institutional Class | — | — | — | $2.3M | 1.7% | |
| Money market fund * Fidelity Management Trust Company Government Money Market Fund | — | — | — | $2.3M | 1.7% | |
| Oakmark Funds Equity and Income Fund Investment Class | — | — | — | $2.2M | 1.6% | |
| First Eagle Global Fund R6 | — | — | — | $2.0M | 1.4% | |
| Registered investment companies The Vanguard Group Developed Markets Index Fund | — | — | — | $1.9M | 1.4% | |
| The Vanguard Group Explorer Fund Admiral | — | — | — | $1.9M | 1.4% | |
| Capital Group American Funds 2065 Target Retirement Fund ** 735 Carillon Eagle Mid Cap Growth Fund | — | — | — | $1.8M | 1.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.7M | 1.3% | |
| The Vanguard Group Target Ret 2030 Fund | — | — | — | $1.7M | 1.2% | |
| The Vanguard Group Target Ret 2060 Fund | — | — | — | $1.6M | 1.1% | |
| Capital Group American Funds 2025 Target Retirement Fund | — | — | — | $1.5M | 1.1% | |
| Macquarie Group Limited Small Cap Value Instl | — | — | — | $1.3M | 1.0% | |
| PIMCO Investments Income Fund Institutional Class | — | — | — | $1.3M | 1.0% | |
| The Vanguard Group Intermediate Bond Index Fund | — | — | — | $1.3M | 1.0% | |
| Capital Group American Funds 2020 Target Retirement Fund | — | — | — | $1.3M | 0.9% | |
| Fidelity Investment Emerging Markets K Fund | — | — | — | $1.0M | 0.8% | |
| Registered investment companies Capital Group American Funds 2010 Target Retirement Fund | — | — | — | $935K | 0.7% | |
| Participant loans Interest rates of 5.25% - 10.50%, maturing - 0 - | — | — | — | $872K | 0.6% | |
| The Vanguard Group Target Ret 2025 Fund | — | — | — | $636K | 0.5% | |
| Fidelity Investment International Small Cap Opp | — | — | — | $522K | 0.4% | |
| The Vanguard Group Target Ret 2065 Fund | — | — | — | $432K | 0.3% | |
| Prudential Investments Global Real Estate Fund Class Z | — | — | — | $332K | 0.2% | |
| The Vanguard Group FTSE SOC Index Fund | — | — | — | $246K | 0.2% | |
| The Vanguard Group Target Ret 2020 Fund | — | — | — | $239K | 0.2% | |
| The Vanguard Group Target Retirement Income Fund | — | — | — | $149K | 0.1% | |
| Cohen & Steers Real Estate Fund | — | — | — | $138K | 0.1% | |
| ING Funds Global Bond Fund | — | — | — | $104K | <0.1% | |
| The Vanguard Group Target Ret 2070 Fund | — | — | — | $25K | <0.1% |