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Original filing (PDF)20251003124537NAL0000859347003
AIR LIFT COMPANY
Form 5500
FILING_RECEIVED
AIR LIFT COMPANY 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
160
Accounts w/ balance
192
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIR LIFT COMPANY.
Plan sponsor
Name
AIR LIFT COMPANY
EIN
38-1439580
Address
2727 SNOW ROAD · LANSING, MI · 489170167
Phone
(517) 322-2144
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
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)
Audit & trust (Schedule H)
Auditor
MANER COSTERISAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | CEDAR RAPIDS, IA | NONE | $50K | — |
| CENTENNIAL SECURITIES | 38-2214928 | GRAND RAPIDS, MI | NONE | $18K | — |
| ERP SOUTHWEST LLC | 92-1711496 | MELVILLE, NY | NONE | $2K | — |
Investments
25 direct securities· $15.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement N/R | — | — | — | $1.6M | 10.8% | |
| Fidelity Contrafund N/R | — | — | — | $1.4M | 9.6% | |
| Vanguard PRIMECAP Adm N/R | — | — | — | $1.2M | 7.9% | |
| American Funds 2040 Target Date Retirement N/R | — | — | — | $1.2M | 7.8% | |
| Vanguard Treasury Money Market N/R | — | — | — | $1.1M | 7.3% | |
| T. Rowe Price Capital Appreciation N/R | — | — | — | $1.1M | 7.2% | |
| Fidelity 500 Index Fund Premium N/R | — | — | — | $998K | 6.7% | |
| Dodge & Cox Stock X N/R | — | — | — | $926K | 6.2% | |
| American Funds 2060 Target Date Retirement N/R | — | — | — | $678K | 4.5% | |
| American Funds 2030 Target Date Retirement N/R | — | — | — | $638K | 4.3% | |
| JP Morgan Global Allocation Fund N/R | — | — | — | $585K | 3.9% | |
| Fidelity Low-Priced Stock Fund N/R | — | — | — | $578K | 3.9% | |
| Fidelity Total Market Index Fund Premium N/R | — | — | — | $575K | 3.8% | |
| American Funds 2045 Target Date Retirement N/R | — | — | — | $503K | 3.4% | |
| Fidelity Inter Index Fund N/R | — | — | — | $389K | 2.6% | |
| Vanguard Mid Cap Index Adm N/R | — | — | — | $330K | 2.2% | |
| American Funds New World R6 N/R | — | — | — | $245K | 1.6% | |
| American Funds 2025 Target Date Retirement N/R | — | — | — | $244K | 1.6% | |
| American Funds 2035 Target Date Retirement N/R | — | — | — | $222K | 1.5% | |
| American Funds New Perspective N/R | — | — | — | $196K | 1.3% | |
| American Funds 2055 Target Date Retirement N/R | — | — | — | $184K | 1.2% | |
| American Funds 2020 Target Date Retirement N/R | — | — | — | $74K | 0.5% | |
| American Funds 2065 Target Date Retirement N/R | — | — | — | $12K | <0.1% | |
| PIMCO Income Instl N/R | — | — | — | $9K | <0.1% | |
| Vanguard GNMA Adm N/R | — | — | — | $2K | <0.1% |