Original filing (PDF)20251002145348NAL0000994704001

Kalitta Air, LLC

Name: Kalitta Air, LLC — Kalitta Companies 401(k) Savings, Form 5500 (2024)
Creator: Kalitta Air, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kalitta Companies 401(k) Savings Plan

401(k) retirement plan · Kalitta Air, LLC's Kalitta Companies 401(k) Savings Plan held $340.8M in plan assets for 3,783 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

3,783

Accounts w/ balance

4,241

Plan assets (EOY)

$340.8M

Net assets (EOY)

$340.8M

How this plan invests

This plan

2 pooled trusts

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 14K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KALITTA AIR, LLC.

Plan sponsor

Name

KALITTA AIR, LLC

EIN

38-3512795all filings

Address

818 WILLOW RUN AIRPORT · YPSILANTI, MI · 481980899

Phone

(734) 484-0088

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$234K	—

Investments

26 direct securities · 2 pooled funds· $341.9M(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.

Mutual Funds

$273.7M

19 holdings

Common Collective Trusts

$39.3M

4 holdings

Common Collective Trust

$14.4M

2 holdings

Stable Value

$11.4M

1 holding

Other securities

$3.1M

2 holdings

					% of plan
s * Fidelity Investments Fidelity Blue Chip Growth K	Mutual Funds	—	—	$52.8M	15.5%
Fidelity Investments Fidelity Freedom 2035 K	Mutual Funds	—	—	$41.0M	12.0%
Fidelity Investments Fidelity Freedom 2030 K	Mutual Funds	—	—	$31.6M	9.3%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$29.2M	8.6%
Fidelity Investments Fidelity Freedom 2040 K	Mutual Funds	—	—	$24.8M	7.3%
Fidelity Investments Fidelity Freedom 2045 K	Mutual Funds	—	—	$23.0M	6.7%
Fidelity Investments Fidelity Freedom 2025 K	Mutual Funds	—	—	$21.6M	6.3%
Fidelity Investments Fidelity Freedom 2050 K	Mutual Funds	—	—	$19.7M	5.8%
Fidelity Investments Fidelity Freedom 2055 K	Mutual Funds	—	—	$15.0M	4.4%
Collective investment trusts Invesco Stable Value Trust III	Stable Value	—	—	$11.4M	3.3%
INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$11.4M	3.3%
Fidelity Investments Fidelity Freedom 2060 K	Mutual Funds	—	—	$10.6M	3.1%
Vanguard Equity Income Admiral	Mutual Funds	—	—	$9.5M	2.8%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$5.4M	1.6%
MFS Mid Cap Value R3	Mutual Funds	—	—	$5.3M	1.5%
MFS Mid Cap Growth R3	Mutual Funds	—	—	$4.9M	1.4%
Fidelity Investments Fidelity Freedom 2065 K	Mutual Funds	—	—	$4.3M	1.3%
Fidelity Investments Fidelity Freedom 2020 K	Mutual Funds	—	—	$3.7M	1.1%
GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001	Common Collective Trust	—	—	$3.0M	0.9%
Fidelity Investments Fidelity Total Bond	Mutual Funds	—	—	$2.9M	0.8%
Fidelity Investments Fidelity Global ex US Index Fund	Common Collective Trusts	—	—	$2.7M	0.8%
MGL Macquarie Small Cap Core Fund Class R6	Other securities	—	—	$2.4M	0.7%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$1.9M	0.6%
Fidelity Investments Fidelity Freedom 2015 K	Mutual Funds	—	—	$1.9M	0.6%
Fidelity Investments Fidelity Freedom K Income	Mutual Funds	—	—	$744K	0.2%
American Century American Century Inflation Adjs Bond R5	Other securities	—	—	$724K	0.2%
Fidelity Investments Fidelity Freedom K 2010	Mutual Funds	—	—	$540K	0.2%
Fidelity Investments Fidelity Freedom 2070 K	Mutual Funds	—	—	$26K	<0.1%