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AVIATION WEST CHARTERS, LLC — AVIATION WEST CHARTERS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250701181027NAL0012380865001
AVIATION WEST CHARTERS, LLC
Form 5500-SF
FILING_RECEIVED
AVIATION WEST CHARTERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
181
Accounts w/ balance
119
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AVIATION WEST CHARTERS, LLC
.
Find decision makers
Plan sponsor
Name
AVIATION WEST CHARTERS, LLC
EIN
46-5604103
Address
15990 N GREENWAY HAYDEN LOOP, · SUITE C120 · SCOTTSDALE, AZ · 85260
Phone
(833) 610-1860
Industry
Transportation & Warehousing
see all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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