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Original filing (PDF)20251205094118NAL0003093537001
NETJETS INC.
Form 5500
FILING_RECEIVED
NETJETS INC. 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 0.6 moNo recordkeeper disclosed11 service providers
Active participants
3,191
Accounts w/ balance
4,102
Plan assets (EOY)
$835.6M
Net assets (EOY)
$835.6M
How this plan invests
This plan
20 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
98
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NETJETS INC..
Plan sponsor
Name
NETJETS INC.
EIN
51-0383060
Address
4111 BRIDGEWAY AVENUE · COLUMBUS, OH · 43219
Phone
(614) 239-5508
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
2025-12-05
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $213K | — |
| LCG ASSOCIATES INC | 75-1680350 | — | NONE | $43K | — |
| WHITAKER-MYERS WEALTH MANAGERS | 46-5068404 | — | NONE | $17K | — |
| GBQ PARTNERS LLC | 20-2122306 | — | NONE | $16K | — |
| ABOUND WEALTH MANAGEMENT LLC | 81-4120898 | — | NONE | $12K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $12K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $11K | — |
| HAMILTON CAPITAL LLC | 83-3000171 | — | NONE | $8K | — |
| MISSION WEALTH MANAGEMENT LP | 82-3762916 | — | NONE | $6K | — |
| ASSET DEDICATION LLC | 35-1412791 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
15 direct securities · 20 pooled funds· $1.1B(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
$622.8M
20 holdings
Uncategorized
$519.3M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY GRW COMP COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $144.6M | 17.3% | |
| FIDELITY GRTH CPNY COMGLD PL 2 | — | — | — | $144.6M | 17.3% | |
| VANGUARD INSTL TOT STKMAR TRST | — | — | — | $131.5M | 15.7% | |
| VFTC TOTAL STOCK MARKET INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-3046114 / PN 001 | Common Collective Trust | — | — | $131.5M | 15.7% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $47.5M | 5.7% | |
| Personal Choice Retirement Account | — | — | — | $40.3M | 4.8% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $38.8M | 4.6% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $38.7M | 4.6% | |
| VANGUARD EQUITY INCOME ADMIRAL | — | — | — | $35.4M | 4.2% | |
| AMERICAN NEW PERSPECTIVE R6 | — | — | — | $31.8M | 3.8% | |
| VANGUARD RET SAVINGS TRUST II | — | — | — | $31.3M | 3.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $31.3M | 3.7% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $29.8M | 3.6% | |
| DODGE & COX INCOME X | — | — | — | $29.4M | 3.5% | |
| VANGUARD INST TOT INTL ST MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $28.2M | 3.4% | |
| JHCOCK3 DISCIPLINED VAL MCP R6 | — | — | — | $27.8M | 3.3% | |
| VANGUARD INSTL TOTAL BOND MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $23.8M | 2.8% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $23.6M | 2.8% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $20.2M | 2.4% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $16.8M | 2.0% | |
| CARILLON EAGLE MIDCAP GROWTH I | — | — | — | $15.5M | 1.9% | |
| FIDELITY ADV SMALL CAP VALUE Z | — | — | — | $14.8M | 1.8% | |
| KAR SCAP GRTH SUS CIT CL 2 SEI TRUST COMPANY · EIN 47-2579333 / PN 078 | Common Collective Trust | — | — | $14.6M | 1.7% | |
| MFS INTERNATIONAL EQUITY FD 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $13.7M | 1.6% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $8.3M | 1.0% | |
| VANGUARD MIDCAP INDEX INSTL | — | — | — | $6.5M | 0.8% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.7% | |
| VANGUARD SM CAP INDEX INSTL | — | — | — | $5.1M | 0.6% | |
| Notes Receivable from Participants | — | — | — | $4.7M | 0.6% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.4% | |
| VFTC TARGET RET INC TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.2% | |
| VANGUARD TARGET RET INCOME GROWTH I | — | — | — | $316K | <0.1% | |
| VFTC TARGETT RET INC & GRWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $316K | <0.1% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $299K | <0.1% | |
| Personal Choice Retirement Account 2 | — | — | — | $213K | <0.1% |