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Original filing (PDF)20251008095416NAL0003174931001
COMMUTEAIR LLC
Form 5500
FILING_RECEIVED
COMMUTEAIR 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
1,324
Accounts w/ balance
1,601
Plan assets (EOY)
$43.7M
Net assets (EOY)
$43.7M
How this plan invests
This plan
28 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
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUTEAIR LLC.
Plan sponsor
Name
COMMUTEAIR LLC
EIN
47-5676237
Address
2205 CROCKER RD · SUITE B · WESTLAKE, OH · 44145
Phone
(802) 951-2500
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
KITTELL BRANAGAN & SARGENT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
Investments
27 direct securities· $43.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Spartan 500 Index Adv | — | — | — | $7.6M | 17.5% | |
| Fidelity Investments Fidelity Blue Chip Growth | — | — | — | $5.3M | 12.1% | |
| Fidelity Investments Freedom 2035 | — | — | — | $3.7M | 8.4% | |
| Fidelity Investments Freedom 2055 | — | — | — | $3.2M | 7.3% | |
| Fidelity Investments Freedom 2040 | — | — | — | $2.9M | 6.7% | |
| Fidelity Investments Freedom 2060 | — | — | — | $2.9M | 6.5% | |
| Fidelity Investments Freedom 2050 | — | — | — | $2.8M | 6.3% | |
| Fidelity Investments Freedom 2045 | — | — | — | $2.7M | 6.1% | |
| Fidelity Investments Freedom 2030 | — | — | — | $2.6M | 5.8% | |
| Fidelity Investments Fidelity Retire MMKT | — | — | — | $1.9M | 4.3% | |
| Fidelity Investments Freedom 2025 | — | — | — | $1.8M | 4.2% | |
| Fidelity Investments Freedom 2065 | — | — | — | $1.4M | 3.3% | |
| Participant Loans (5.25% -10.50%) | — | — | — | $864K | 2.0% | |
| Fidelity Investments FID Balanced | — | — | — | $861K | 2.0% | |
| Fidelity Investments Cirtus Ceredex Mid-Cap Value Equity | — | — | — | $478K | 1.1% | |
| Fidelity Investments Janus Henderson Growth & Income Fund | — | — | — | $401K | 0.9% | |
| Fidelity Investments Total Bond | — | — | — | $386K | 0.9% | |
| Fidelity Investments Carillon Eagle Mid Cap Growth Fund | — | — | — | $287K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Stock | — | — | — | $286K | 0.7% | |
| Fidelity Investments PUTN Large Cap | — | — | — | $258K | 0.6% | |
| Fidelity Investments Fidelity Overseas | — | — | — | $201K | 0.5% | |
| Fidelity Investments Freedom 2015 | — | — | — | $178K | 0.4% | |
| Fidelity Investments Freedom Income | — | — | — | $130K | 0.3% | |
| Fidelity Investments Freedom 2010 | — | — | — | $22K | <0.1% | |
| Fidelity Investments Small Cap Growth | — | — | — | $9K | <0.1% | |
| Fidelity Investments FID Freedom 2070K | — | — | — | $6K | <0.1% | |
| Fidelity Investments CRM Mid Cap Value Fund | — | — | — | $4K | <0.1% |
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