Back to filter
Original filing (PDF)20251015144323NAL0005168017001
ARISTA AVIATION SERVICES GROUP, LLC
Form 5500
FILING_RECEIVED
ARISTA AVIATION SERVICES GROUP, LLC 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
91
Accounts w/ balance
78
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARISTA AVIATION SERVICES GROUP, LLC.
Plan sponsor
Name
ARISTA AVIATION SERVICES GROUP, LLC
EIN
45-4556163
Address
690 AVIATION BLVD · ENTERPRISE, AL · 36330
Phone
(334) 347-1240
Industry
Manufacturingsee 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
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $19K | — |
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | NONE | $1K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $0 | <0.1% |
Related plans
Other plans using EPIC RETIREMENT PLAN SERVICES
NBT BANCORP INC.
NBT BANCORP INC. 401(K) & EMPLOYEE STOCK OWNERSHIP PLAN
$366.5M · 2,046 participants
FIRST BUSEY CORPORATION
FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST
$268.2M · 1,521 participants
NORTHWEST BANK
NORTHWEST BANK 401(K) PLAN
$259.4M · 2,032 participants
ROBBINS GELLER RUDMAN & DOWD LLP
ROBBINS GELLER RUDMAN & DOWD LLP 401(K) PROFIT SHARING PLAN
$231.6M · 430 participants
ENTERPRISE FINANCIAL SERVICES CORP
EFSC INCENTIVE SAVINGS PLAN
$189.2M · 1,251 participants
ASSETMARK FINANCIAL HOLDINGS, INC.
ASSETMARK FINANCIAL 401(K) PLAN
$175.0M · 1,024 participants
Similar-size Manufacturing plans
PRECISION HERMETIC TECHNOLOGY INC
PRECISION HERMETIC TECHNOLOGY INC 401(K) PLAN
$2.7M · 73 participants
FERROTHERM COORPORATION
FERROTHERM CORPORATION SALARIED EMPLOYEES PROFIT SHARING 401(K) TRUST AND PLAN
$2.7M · 14 participants
THUNDERBOLT MANUFACTURING, INC.
THUNDERBOLT MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN AND T
$2.7M · 32 participants
R & D SPECIALTY / MANCO
R & D SPECIALTY / MANCO 401(K) PLAN
$2.7M · 71 participants
THE CBS MANUFACTURING COMPANY
THE CBS MANUFACTURING COMPANY 401(K) PLAN
$2.6M · 25 participants
BURRANA, INC.
BURRANA, INC. 401(K) SAVINGS PLAN
$2.6M · 28 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants