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Original filing (PDF)20251010172004NAL0004823187001
JETSUITEX, INC.
Form 5500
FILING_RECEIVED
JETSUITEX, INC. 401(K) PLAN
401(k) retirement plan
Active participants
988
Accounts w/ balance
1,016
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — 120% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JETSUITEX, INC..
Plan sponsor
Name
JETSUITEX, INC.
EIN
30-0874642
Address
7201 LEMMON AVE · DALLAS, TX · 75209
Phone
(972) 679-6884
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $34K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | OTHER | $7K | — |
Investments
33 direct securities · 1 pooled fund· $18.9M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$18.2M
32 holdings
Common Collective Trust
$534K
1 holding
Mutual Funds
$217K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $2.0M | 10.4% | |
| TIAA-CREF Lifecycle Index 2060 Instl | — | — | — | $1.9M | 9.7% | |
| TIAA-CREF Large-Cap Gr Idx Instl | — | — | — | $1.6M | 8.4% | |
| TIAA-CREF Lifecycle Index 2050 Instl | — | — | — | $1.3M | 7.0% | |
| TIAA-CREF Lifecycle Index 2055 Inst | — | — | — | $1.3M | 6.9% | |
| TIAA-CREF Lifecycle Index 2035 Inst | — | — | — | $1.1M | 5.7% | |
| Blackrock 60/40 Target Allocation K | — | — | — | $1.1M | 5.5% | |
| Blackrock 80/20 Target Allocation K | — | — | — | $954K | 5.0% | |
| TIAA-CREF Lifecycle Index 2025 Inst | — | — | — | $768K | 4.0% | |
| TIAA-CREF Lifecycle Index 2045 Inst | — | — | — | $765K | 4.0% | |
| TIAA-CREF Lifecycle Index 2040 Inst | — | — | — | $733K | 3.8% | |
| TIAA-CREF Lifecycle Index 2020 Inst | — | — | — | $709K | 3.7% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $534K | 2.8% | |
| TIAA-CREF Lifecycle Index 2030 Inst | — | — | — | $496K | 2.6% | |
| Fidelity Advisor Total Bond Z | — | — | — | $461K | 2.4% | |
| TIAA-CREF Lifecycle Index Ret Inc Inst | — | — | — | $375K | 2.0% | |
| Fidelity Mid Cap Index | — | — | — | $300K | 1.6% | |
| Vanguard Equity-Income Adm | — | — | — | $265K | 1.4% | |
| Janus Henderson Triton N | — | — | — | $248K | 1.3% | |
| Invesco Gold & Special Minerals R6 | — | — | — | $248K | 1.3% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $220K | 1.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $217K | 1.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $173K | 0.9% | |
| MFS Mid Cap Growth R6 | — | — | — | $168K | 0.9% | |
| TIAA-CREF International Eq Idx Instl | — | — | — | $158K | 0.8% | |
| MGRS Undiscovered Mgrs Behavioral Value R6 | — | — | — | $147K | 0.8% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $140K | 0.7% | |
| Fidelity Us Bond Index | — | — | — | $131K | 0.7% | |
| Blackrock 40/60 Target Allocation K | — | — | — | $117K | 0.6% | |
| Fidelity Advisor International Growth Z | — | — | — | $105K | 0.5% | |
| Vanguard International Value Portfolio | — | — | — | $84K | 0.4% | |
| Blackrock Commodity Strategies Instl | — | — | — | $64K | 0.3% | |
| Vanguard Real Estate Index Admiral | — | — | — | $62K | 0.3% | |
| Blackrock 20/80 Target Allocation K | — | — | — | $5K | <0.1% |
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