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Original filing (PDF)20251015122947NAL0009225330001
EXECUTIVE FLIGHT SERVICES, LLC
Form 5500
FILING_RECEIVED
AIRSHARE 401(K) PLAN
401(k) retirement plan
Active participants
564
Accounts w/ balance
628
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
6 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXECUTIVE FLIGHT SERVICES, LLC.
Plan sponsor
Name
EXECUTIVE FLIGHT SERVICES, LLC
EIN
45-0486386
Address
6240 SPRINT PARKWAY · SUITE 300 · OVERLAND PARK, KS · 66211
Phone
(816) 221-7200
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3B · Covers self-employed individuals
2A · Age/service weighted or new comparability
2E · Profit-sharing
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $65K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $64K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
21 direct securities · 6 pooled funds· $39.7M(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
$37.3M
21 holdings
Common Collective Trust
$2.4M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $5.8M | 15.3% | |
| Blackrock LP Index 2035 Mutual fund | — | — | — | $5.0M | 13.3% | |
| Blackrock LP Index 2030 Mutual fund | — | — | — | $4.8M | 12.7% | |
| Blackrock LP Index Retirement Mutual fund | — | — | — | $4.5M | 11.9% | |
| Blackrock LP Index 2045 Mutual fund | — | — | — | $2.7M | 7.0% | |
| Blackrock LP Index 2040 Mutual fund | — | — | — | $2.5M | 6.6% | |
| Blackrock LP Index 2050 Mutual fund | — | — | — | $2.4M | 6.3% | |
| Blackrock LP Index 2055 Mutual fund | — | — | — | $1.7M | 4.5% | |
| Blackrock LP Index 2060 Mutual fund | — | — | — | $1.2M | 3.2% | |
| Galliard Stable Return Common collective trust | — | — | — | $1.0M | 2.6% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.6% | |
| JPM Large Cap Growth Mutual fund | — | — | — | $1.0M | 2.6% | |
| Fidelity Total International Index Mutual fund | — | — | — | $885K | 2.3% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $790K | 2.1% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $685K | 1.8% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $652K | 1.7% | |
| Notes Receviable from Participants Various participants; interest rates from 4.25% to 9.50% | — | — | — | $587K | 1.5% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $543K | 1.4% | |
| MFS Mid Cap Value Common collective trust | — | — | — | $373K | 1.0% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $366K | 1.0% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $301K | 0.8% | |
| Blackrock LP Index 2065 Mutual fund | — | — | — | $301K | 0.8% | |
| MFS Large Cap Value Common collective trust | — | — | — | $280K | 0.7% | |
| PIF Small Cap Value Mutual fund | — | — | — | $154K | 0.4% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $46K | 0.1% | |
| MM SM CAP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $27K | <0.1% | |
| Fidelity Money Market Fund Money market fund | — | — | — | $6K | <0.1% |
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