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Original filing (PDF)20251013074744NAL0000925105001
PENTASTAR AVIATION, LLC
Form 5500
FILING_RECEIVED
PENTASTAR AVIATION, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
238
Accounts w/ balance
311
Plan assets (EOY)
$26.9M
Net assets (EOY)
$26.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENTASTAR AVIATION, LLC.
Plan sponsor
Name
PENTASTAR AVIATION, LLC
EIN
38-3622113
Address
7310 HIGHLAND ROAD · WATERFORD, MI · 48327
Phone
(248) 666-9668
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $44K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | NEW CASTLE, PA | AUDITOR | $6K | — |
Investments
27 direct securities · 2 pooled funds· $26.9M(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.
Uncategorized
$24.6M
26 holdings
Pooled Separate Account
$2.1M
2 holdings
Mutual Funds
$225K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fully Benefit-Responsive Investment Contracts * Principal Preservation Separate Account N/R | — | — | — | $5.7M | 21.2% | |
| Victory RS International Y N/R | — | — | — | $3.5M | 13.0% | |
| Loomis sayles Loomis Sayles Core Plus Bond FD N/R | — | — | — | $2.9M | 10.6% | |
| Nicholas Equity Income I N/R | — | — | — | $2.8M | 10.4% | |
| SMALL CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $1.9M | 7.1% | |
| Principal Large Cap Growth I R6 N/R | — | — | — | $1.7M | 6.2% | |
| Fund Admiral Shares Fidelity Advisor Growth Opportunity Fund N/R | — | — | — | $1.5M | 5.5% | |
| Vanguard 500 Index Fund Admiral Shares N/R | — | — | — | $1.4M | 5.4% | |
| Capital group American Funds New World R6 N/R | — | — | — | $1.3M | 4.9% | |
| Vanguard Mid Cap Index FD N/R | — | — | — | $1.1M | 4.1% | |
| Vanguard Explorer Admiral Fund N/R | — | — | — | $1.1M | 4.0% | |
| Principal High Yield Inst N/R | — | — | — | $489K | 1.8% | |
| AMC Sustainable Equity R5 N/R | — | — | — | $245K | 0.9% | |
| Vanguard Small Cap Index Admir N/R | — | — | — | $233K | 0.9% | |
| Capital group American Fund Small Cap World N/R | Mutual Funds | — | — | $225K | 0.8% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $192K | 0.7% | |
| Admiral Shares Vanguard Total International Stock Index N/R | — | — | — | $165K | 0.6% | |
| Notes Receivable From Participants * Participant Loans Interest rates between 4.25% - 9.50% $0 | — | — | — | $164K | 0.6% | |
| Fidelity Freedom Index 2050 Instl Prem N/R | — | — | — | $78K | 0.3% | |
| Capital group American Funds American Balanced R6 N/R | — | — | — | $65K | 0.2% | |
| Fidelity Freedom Index Inc Instl Prem N/R | — | — | — | $39K | 0.1% | |
| Class Z Fidelity Freedom Index 2025 Instl Prem N/R | — | — | — | $38K | 0.1% | |
| Shares Vanguard Total Bond Market Index Fund N/R | — | — | — | $30K | 0.1% | |
| Vanguard Real Estate Index Fund Admiral N/R | — | — | — | $18K | <0.1% | |
| Fidelity Freedom Index 2065 Instl Prem N/R | — | — | — | $17K | <0.1% | |
| Fidelity Freedom Index 2035 Instl Prem N/R | — | — | — | $15K | <0.1% | |
| Fidelity Freedom Index 2060 Instl Prem N/R | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2030 Instl Prem N/R | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index 2045 Instl Prem N/R | — | — | — | $3K | <0.1% |
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