How big is Sunvair Aerospace Group, Inc.'s plan?

Sunvair Aerospace Group, Inc.'s plan reported $15.8M in assets and 415 participants for 2024.

Original filing (PDF)20251014170005NAL0006894738001

Sunvair Aerospace Group, Inc.

Name: Sunvair Aerospace Group, Inc. — Sunvair Aerospace, Form 5500 (2024)
Creator: Sunvair Aerospace Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sunvair Aerospace Group, Inc. 401(k) Plan

401(k) retirement plan · Sunvair Aerospace Group, Inc.'s Sunvair Aerospace Group, Inc. 401(k) Plan held $15.8M in plan assets for 415 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributions34% in single holding

Active participants

415

Accounts w/ balance

209

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

People on this filing

Jessie Rivera signed Sunvair Aerospace Group, Inc.'s 2024 Form 5500 as plan administrator.

Jessie Rivera — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sunvair Aerospace Group, Inc.'s EIN is 47-1204189.

EIN 47-1204189

Plan number 001

Plan year 2024

ACK ID 20251014170005NAL0006894738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sunvair Aerospace Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sunvair Aerospace Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUNVAIR AEROSPACE GROUP, INC..

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 34K (1% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

SUNVAIR AEROSPACE GROUP, INC.

EIN

all filings

Address

29145 THE OLD ROAD · VALENCIA, CA · 91355

Phone

(918) 320-7330

Industry

Manufacturing

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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISORS LLC	36-3258176	—	ADVISOR	$32K	—

Investments

36 direct securities· $15.8M(100% of reported assets)

Mutual Funds

$13.3M

21 holdings

Common Collective Trusts

$1.1M

5 holdings

Other securities

$1.0M

9 holdings

Bonds / Notes

$422K

1 holding

					% of plan
Vanguard Target Retirement 2025 Fund Mutual Fund -	Mutual Funds	—	—	$5.3M	33.7%
Vanguard Target Retirement 2035 Fund Mutual Fund -	Mutual Funds	—	—	$2.0M	12.8%
Vanguard Target Retirement 2030 Fund Mutual Fund -	Mutual Funds	—	—	$1.8M	11.2%
Fidelity 500 Index Fund Mutual Fund -	Common Collective Trusts	—	—	$758K	4.8%
Vanguard Target Retirement 2050 Fund Mutual Fund -	Mutual Funds	—	—	$742K	4.7%
Vanguard Target Retirement 2020 Fund Mutual Fund -	Mutual Funds	—	—	$656K	4.1%
Vanguard Target Retirement 2040 Fund Mutual Fund -	Mutual Funds	—	—	$590K	3.7%
Vanguard Target Retirement 2055 Fund Mutual Fund -	Mutual Funds	—	—	$529K	3.3%
Vanguard Target Retirement 2060 Mutual Fund -	Mutual Funds	—	—	$523K	3.3%
Notes receivable from participants 4.50% - 9.50% -	Bonds / Notes	—	—	$422K	2.7%
Vanguard Target Retirement Income Fund Mutual Fund -	Mutual Funds	—	—	$335K	2.1%
Loomis Sayles Core Plus Bond Fund Mutual Fund -	Other securities	—	—	$281K	1.8%
Vanguard Target Retirement 2045 Fund Mutual Fund -	Mutual Funds	—	—	$246K	1.6%
MFS Growth Fund Class R6 Mutual Fund -	Mutual Funds	—	—	$222K	1.4%
JPMorgan Large Cap Growth Fund Mutual Fund -	Other securities	—	—	$203K	1.3%
PGIM Total Return Bond Fund Class R6 Mutual Fund -	Other securities	—	—	$158K	1.0%
Victory Sycamore Established Value Fund Mutual Fund -	Other securities	—	—	$142K	0.9%
Fidelity Mid Cap Index Fund Mutual Fund -	Common Collective Trusts	—	—	$141K	0.9%
Fidelity Government Cash Reserves Mutual Fund -	Mutual Funds	—	—	$115K	0.7%
Fidelity Small Cap Index Fund Mutual Fund -	Common Collective Trusts	—	—	$100K	0.6%
Columbia Contrarian Core Fund Mutual Fund -	Other securities	—	—	$91K	0.6%
PGIM Quant Solutions International Equity Fund Mutual Fund -	Other securities	—	—	$80K	0.5%
American Funds Capital World Growth and Income Fund Mutual Fund -	Mutual Funds	—	—	$53K	0.3%
American Funds New World Fund Mutual Fund -	Mutual Funds	—	—	$51K	0.3%
Fidelity International Index Fund Mutual Fund -	Common Collective Trusts	—	—	$51K	0.3%
American Funds American Balanced Fund Mutual Fund -	Mutual Funds	—	—	$34K	0.2%
MFS Value Fund Class R6 Mutual Fund -	Mutual Funds	—	—	$34K	0.2%
Fidelity US Bond Index Fund Mutual Fund -	Common Collective Trusts	—	—	$32K	0.2%
Columbia Dividend Income Inst3 Fund Mutual Fund -	Other securities	—	—	$24K	0.2%
Virtus KAR Mid-Cap Growth Fund Mutual Fund -	Other securities	—	—	$23K	0.1%
PIMCO Income Fund Institutional Class Mutual Fund -	Mutual Funds	—	—	$19K	0.1%
MFS Emerging Markets Debt Fund Class R6 Mutual Fund -	Mutual Funds	—	—	$12K	<0.1%
American Funds Inflation Linked Bond Fund Mutual Fund -	Mutual Funds	—	—	$11K	<0.1%
Artisan Small Cap Investor Fund Mutual Fund -	Other securities	—	—	$6K	<0.1%
Franklin Small Cap Value Fund Mutual Fund -	Mutual Funds	—	—	$5K	<0.1%
American Funds Europacific Growth Mutual Fund -	Mutual Funds	—	—	$3K	<0.1%