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Original filing (PDF)20251015155925NAL0002711283002
AIR WISCONSIN AIRLINES LLC
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR FLIGHT ATTENDANTS IN THE SERVICE OF AIR WISCONSIN AIRLINES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
215
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIR WISCONSIN AIRLINES LLC.
Plan sponsor
Name
AIR WISCONSIN AIRLINES LLC
EIN
39-1767281
Address
W6390 CHALLENGER DRIVE, SUITE 203 · APPLETON, WI · 54914
Phone
(920) 749-7557
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | NONE | $21K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $19K | — |
Investments
27 direct securities · 3 pooled funds· $12.8M(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
$10.4M
26 holdings
Common Collective Trust
$2.2M
3 holdings
Mutual Funds
$143K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | — | — | — | $2.5M | 20.4% | |
| Dodge and Cox Income Fund N/R | — | — | — | $1.1M | 9.0% | |
| FLEXPATH STABLE VALUE CLI1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $932K | 7.6% | |
| Vanguard Mid Cap Index Admiral N/R | — | — | — | $889K | 7.2% | |
| LARGE CAP GROWTH FUND IV CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $822K | 6.7% | |
| Dodge and Cox Stock Fund N/R | — | — | — | $549K | 4.5% | |
| Vanguard Inflation Protect Admiral N/R | — | — | — | $503K | 4.1% | |
| Great Gray Trust Company EuroPacific Growth Fund N/R | — | — | — | $491K | 4.0% | |
| WILMINGTON TR EUROPACGTTH CT GREAT GRAY TRUST COMPANY. · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $491K | 4.0% | |
| Dodge and Cox International Stock N/R | — | — | — | $488K | 4.0% | |
| Vanguard Target Retirement 2040 N/R | — | — | — | $433K | 3.5% | |
| Vanguard Target Retirement 2035 N/R | — | — | — | $430K | 3.5% | |
| Vanguard Target Retirement Income N/R | — | — | — | $405K | 3.3% | |
| Pioneer Strategic Income Fund N/R | — | — | — | $396K | 3.2% | |
| DFA US Small Cap Value Port N/R | — | — | — | $282K | 2.3% | |
| Vanguard Target Retirement 2045 N/R | — | — | — | $277K | 2.3% | |
| DFA Emerging Markets N/R | — | — | — | $266K | 2.2% | |
| Wasatch Small Cap Growth Fund N/R | — | — | — | $242K | 2.0% | |
| Vanguard Target Retirement 2050 N/R | — | — | — | $237K | 1.9% | |
| Vanguard Target Retirement 2030 N/R | — | — | — | $186K | 1.5% | |
| Vanguard Target Retirement 2025 N/R | — | — | — | $157K | 1.3% | |
| DFA INTL SM COMPANY Registered Investment Company | Mutual Funds | — | — | $143K | 1.2% | |
| Vanguard Real Estate Index N/R | — | — | — | $121K | 1.0% | |
| Vanguard Target Retirement 2020 N/R | — | — | — | $97K | 0.8% | |
| Vanguard Target Retirement 2055 N/R | — | — | — | $86K | 0.7% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | — | — | — | $74K | 0.6% | |
| Vanguard Target Retirement 2060 N/R | — | — | — | $68K | 0.6% | |
| Vanguard Target Retirement 2065 N/R | — | — | — | $44K | 0.4% | |
| DFA International Small Company N/R | — | — | — | $21K | 0.2% | |
| Vanguard Target Retirement 2070 N/R | — | — | — | $4K | <0.1% |
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