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Original filing (PDF)20251002091933NAL0000230209001
AIRLINES REPORTING CORPORATION
Form 5500
FILING_RECEIVED
ARC EMPLOYEES SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
353
Accounts w/ balance
452
Plan assets (EOY)
$102.9M
Net assets (EOY)
$102.9M
How this plan invests
This plan
26 pooled trusts
Schedule D
47 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
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIRLINES REPORTING CORPORATION.
Plan sponsor
Name
AIRLINES REPORTING CORPORATION
EIN
52-1367276
Address
3000 WILSON BLVD STE 300 · ARLINGTON, VA · 222013862
Phone
(703) 816-8000
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $140K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
27 direct securities · 26 pooled funds· $107.6M(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
$55.7M
21 holdings
Uncategorized
$45.3M
27 holdings
Pooled Separate Account
$6.5M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $9.7M | 9.5% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $8.5M | 8.2% | |
| Fully benefit-responsive investment contracts * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | — | — | — | $8.0M | 7.8% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $7.8M | 7.6% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7.6M | 7.3% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.3M | 7.1% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $7.0M | 6.8% | |
| Vanguard Group Vanguard Growth Index Admiral Fund | — | — | — | $6.1M | 5.9% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.4M | 3.3% | |
| JP Morgan Funds JP Morgan US Equity Fund L | — | — | — | $3.1M | 3.0% | |
| Vanguard Group Vanguard Value Index Admiral Fund | — | — | — | $3.0M | 2.9% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | — | — | — | $2.8M | 2.8% | |
| PGIM TOTAL RTRN BND CIT CL LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $2.8M | 2.7% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 2.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.3M | 2.2% | |
| MFS Investment Management MFS Growth R6 Fund | — | — | — | $2.1M | 2.0% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $2.0M | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.6M | 1.5% | |
| Vanguard Group Vanguard MidCap Value Index Admiral Fund | — | — | — | $1.4M | 1.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.4M | 1.4% | |
| Principal Life Insurance Company Principal LargeCap S&P 500 Index Separate Account M + | — | — | — | $1.3M | 1.3% | |
| PRIN LGCP S&P 500IDX SA-NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.3M | 1.3% | |
| MFS Investment Management MFS Mid-Cap Growth R6 Fund | — | — | — | $1.1M | 1.0% | |
| Vanguard Group Vanguard SmallCap Value Index Admiral Fund | — | — | — | $1.0M | 1.0% | |
| SEI Trust Company American Century US Value Yield CI E | — | — | — | $962K | 0.9% | |
| AMERICAN CENTRY US VALYLD CL E SEI TRUST COMPANY · EIN 27-0573019 / PN 012 | Common Collective Trust | — | — | $962K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $882K | 0.9% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $842K | 0.8% | |
| Vanguard Group Vanguard SmallCap Growth Index Admiral Fund | — | — | — | $764K | 0.7% | |
| Principal Life Insurance Company Principal SmallCap S&P 600 Index Separate Account + | — | — | — | $669K | 0.7% | |
| Participant Loans to participants, bearing interest ranging from 4.25% to 9.50% | — | — | — | $658K | 0.6% | |
| SEI Trust Company American Century US MidCap Value Eq Trust | — | — | — | $643K | 0.6% | |
| AMERICAN CENTRY US MCVAL EQ TR SEI TRUST COMPANY · EIN 27-0572972 / PN 010 | Common Collective Trust | — | — | $643K | 0.6% | |
| Vanguard Group Vanguard MidCap Growth Index Admiral Fund | — | — | — | $640K | 0.6% | |
| Principal Life Insurance Company Principal SmallCap Growth I Separate Account + | — | — | — | $514K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $514K | 0.5% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $499K | 0.5% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $484K | 0.5% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $407K | 0.4% | |
| The American Funds American Funds New World Fund R6 | — | — | — | $391K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | — | — | — | $284K | 0.3% | |
| Principal Life Insurance Company Principal MidCap S&P 400 Index Separate Account M + | — | — | — | $247K | 0.2% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $223K | 0.2% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $222K | 0.2% | |
| Principal Life Insurance Company Principal SmallCap S&P 600 Index Separate Account M | — | — | — | $213K | 0.2% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $186K | 0.2% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $164K | 0.2% | |
| Principal Global Investors Trust Company Principal LifeTime Hybrid Income | — | — | — | $83K | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $83K | <0.1% | |
| (E) | — | — | $83K | $33K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $33K | <0.1% | |
| (E) | — | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1K | <0.1% |