Original filing (PDF)20250905151108NAL0029017424001

CAVU HOLDINGS (AMER) INC.

Name: CAVU HOLDINGS (AMER) INC. — CAVU HOLDINGS (AMER) INC 401(K) PLAN, Form 5500 (2024)
Creator: CAVU HOLDINGS (AMER) INC.

Form 5500

FILING_RECEIVED

CAVU HOLDINGS (AMER) INC 401(K) PLAN

401(k) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

301

Accounts w/ balance

125

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAVU HOLDINGS (AMER) INC..

Plan sponsor

Name

CAVU HOLDINGS (AMER) INC.

EIN

37-1779741

Address

101 N WACKER DRIVE, SUITE 101A · CHICAGO, IL · 60606

Phone

(312) 909-2604

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-09-05

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.5M(96% 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.

Investment	Type	Current value	% of plan
SEPERATE ACCOUNT VOYA ANNUITY · EIN 71-0294708 / PN 000	Pooled Separate Account	$1.5M	96.0%

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