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Original filing (PDF)20251015161803NAL0005398689001
CHRISTOPHERSON ANDAVO TRAVEL, LP
Form 5500
FILING_RECEIVED
CHRISTOPHERSON ANDAVO LP 401(K) PLAN
401(k) retirement plan
Active participants
270
Accounts w/ balance
289
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
18 pooled trusts
Schedule D
32 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 CHRISTOPHERSON ANDAVO TRAVEL, LP.
Plan sponsor
Name
CHRISTOPHERSON ANDAVO TRAVEL, LP
EIN
46-1790204
Address
5588 S GREEN STREET, SUITE 300 · SALT LAKE CITY, UT · 84123
Phone
(801) 327-7776
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
GLS CERTIFIED PUBLIC ACCOUNTANTS PC
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 | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | 27-3188744 | — | ADVISOR | $19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLS CERTIFIED PUBLIC ACCOUNTANTS, | 27-3754613 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
21 direct securities · 18 pooled funds· $19.6M(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.
Common Collective Trust
$14.4M
18 holdings
Uncategorized
$5.2M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SIA TARGET DATE 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $278K | $4.1M | 21.0% | |
| SIA TD 2040 2 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001 | Common Collective Trust | — | $141K | $2.3M | 11.9% | |
| Fidelity 500 Index Fund 9,058 Shares | — | — | $9K | $1.8M | 9.5% | |
| SIA TD 2035 2 ALTA TRUST COMPANY · EIN 83-1318731 / PN 001 | Common Collective Trust | — | $107K | $1.7M | 8.7% | |
| SIA TARGET DATE 2030 T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $94K | $1.4M | 7.3% | |
| SIA TD 2020 2 ALTA TRUST COMPANY · EIN 83-1273151 / PN 001 | Common Collective Trust | — | $91K | $1.3M | 6.6% | |
| SIA TD 2045 2 ALTA TRUST COMPANY · EIN 83-1358106 / PN 001 | Common Collective Trust | — | $69K | $1.2M | 6.0% | |
| Fidelity Mid Cap Index Fund 26,476 Shares | — | — | $26K | $894K | 4.6% | |
| SIA TARGET DATE 2050 T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $51K | $865K | 4.4% | |
| SIA TD 2055 2 ALTA TRUST COMPANY · EIN 83-1392402 / PN 001 | Common Collective Trust | — | $40K | $678K | 3.5% | |
| Fidelity Government Cash Reserves 505,367 Shares | — | — | $505K | $505K | 2.6% | |
| SIA LARGE CAP GRTH 2 ALTA TRUST COMPANY · EIN 83-1419179 / PN 001 | Common Collective Trust | — | $20K | $445K | 2.3% | |
| Oakmark Fund I 2,451 Shares | — | — | $2K | $373K | 1.9% | |
| MFS Mid Cap Value R4 11,280 Shares | — | — | $11K | $348K | 1.8% | |
| Participant loans Interest ranging from 3.25% to 9.50% | — | — | — | $291K | 1.5% | |
| SIA TD 2060 2 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001 | Common Collective Trust | — | $14K | $248K | 1.3% | |
| Artisan Micd Cap Inv 5,106 Shares | — | — | $5K | $173K | 0.9% | |
| Schroder International Equity 8,592 Shares | — | — | $9K | $124K | 0.6% | |
| SCHRDRS INTL EQ H1 SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $124K | 0.6% | |
| Dodge & Cox 9,642 Shares | — | — | $10K | $119K | 0.6% | |
| Fidelity U.S. Bond Index Fund 7,308 Shares | — | — | $7K | $75K | 0.4% | |
| Fidelity Small Cap Index Fund 2,441 Shares | — | — | $2K | $68K | 0.3% | |
| MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $2K | $61K | 0.3% | |
| Fidelity International Index Fund 1,220 Shares | — | — | $1K | $58K | 0.3% | |
| T Rowe Price Retirement Income 4,121 Shares | — | — | $4K | $55K | 0.3% | |
| Janus Triton N 1,886 Shares | — | — | $2K | $52K | 0.3% | |
| Party in (b) (c) Current Interest Identity of Issue Description of Investment Value Invesco Oppenheimer Gold & Special Minerals 1,939 Shares | — | — | $2K | $50K | 0.3% | |
| Fidelity Emerging Markets Index Fund 3,885 Shares | — | — | $4K | $41K | 0.2% | |
| PIMCO Income Instl 3,678 Shares | — | — | $4K | $39K | 0.2% | |
| Boston Partners Small Cap Value FD II Instl CL 1,288 Shares | — | — | $1K | $33K | 0.2% | |
| Fidelity Emerging Markets 705 Shares | — | — | — | $27K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund 1,492 Shares | — | — | $1K | $13K | <0.1% | |
| Cohen & Steers Realty Shares 168 Shares | — | — | — | $11K | <0.1% | |
| SIA TARGET DATE 2055 T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2060 T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2020 T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2035 T. ROWE PRICE TRUST COMPANY · EIN 36-7595913 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2040 T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SIA TARGET DATE 2045 T. ROWE PRICE TRUST COMPANY · EIN 32-6198848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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