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Original filing (PDF)20251015110822NAL0002189267001
SURVIVAL FLIGHT AIR AMBULANCE, LLC
Form 5500
FILING_RECEIVED
SURVIVAL FLIGHT AIR AMBULANCE, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
623
Accounts w/ balance
805
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURVIVAL FLIGHT AIR AMBULANCE, LLC.
Plan sponsor
Name
SURVIVAL FLIGHT AIR AMBULANCE, LLC
EIN
46-3108455
Address
50 N MCCLINTOCK DR STE 1 · CHANDLER, AZ · 85226
Phone
(480) 621-5795
Industry
Health Care & Social Assistancesee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PRICE, KONG & CO., C.P.A.'S, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $58K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| EAGLEASSET | 59-3171014 | — | NONE | $0 | — |
| AMERICAN BEACON FUNDS | 75-2401150 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| JOHN HANCOCK FUNDS | 04-3483032 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENTS | 20-0623152 | — | NONE | $0 | — |
| PUTNAM MUTUAL FUNDS | 36-4488942 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $14.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.5M
29 holdings
Common Collective Trust
$276K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 INV MUTUAL FUND | — | — | — | $1.9M | 13.3% | |
| T. ROWE PRICE RETIREMENT 2050 INV MUTUAL FUND | — | — | — | $1.8M | 12.3% | |
| T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUND | — | — | — | $1.6M | 11.3% | |
| T. ROWE PRICE RETIREMENT 2030 INV MUTUAL FUND | — | — | — | $1.3M | 8.8% | |
| T. ROWE PRICE RETIREMENT 2055 INV MUTUAL FUND | — | — | — | $1.1M | 7.7% | |
| T. ROWE PRICE RETIREMENT 2060 INV MUTUAL FUND | — | — | — | $1.0M | 7.1% | |
| JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND | — | — | — | $920K | 6.3% | |
| T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND | — | — | — | $803K | 5.5% | |
| T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND | — | — | — | $781K | 5.4% | |
| VANGUARD 500 INDEX ADMIRAL MUTUAL FUND | — | — | — | $589K | 4.1% | |
| T. ROWE PRICE RETIREMENT 2065 INV MUTUAL FUND | — | — | — | $501K | 3.4% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 MUTUAL FUND | — | — | — | $389K | 2.7% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | — | — | — | $328K | 2.3% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | — | — | — | $288K | 2.0% | |
| T. ROWE PRICE STABLE VALUE E COMMON COLLECTIVE TRUST | — | — | — | $276K | 1.9% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 002 | Common Collective Trust | — | — | $276K | 1.9% | |
| MFS MID CAP VALUE R6 MUTUAL FUND | — | — | — | $135K | 0.9% | |
| AMERICAN CENTURY HIGH INCOME R6 MUTUAL FUND | — | — | — | $107K | 0.7% | |
| MFS INTL DIVERSIFICATION R6 MUTUAL FUND | — | — | — | $93K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADM MUTUAL FUND | — | — | — | $79K | 0.5% | |
| AMERICAN BEACON SMALL CAP VALUE R5 MUTUAL FUND | — | — | — | $72K | 0.5% | |
| NUVEEN INTERNATIONAL EQUITY INDEX R6 MUTUAL FUND | — | — | — | $72K | 0.5% | |
| PUTNAM LARGE CAP VALUE R6 MUTUAL FUND | — | — | — | $67K | 0.5% | |
| VANGUARD MID CAP INDEX MUTUAL FUND | — | — | — | $59K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 INV MUTUAL FUND | — | — | — | $56K | 0.4% | |
| CARILLON EAGLE MID CAP GROWTH R6 MUTUAL FUND | — | — | — | $52K | 0.4% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH | — | — | — | $30K | 0.2% | |
| VANGUARD TOTAL BOND MKT INDEX MUTUAL FUND | — | — | — | $26K | 0.2% | |
| PIMCO INCOME INSTL MUTUAL FUND | — | — | — | $7K | <0.1% | |
| JHANCOCK BOND R6 MUTUAL FUND | — | — | — | $6K | <0.1% |