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Original filing (PDF)20250716104845NAL0004732752001
STANDARDAERO BUSINESS AVIATION SERVICES, INC.
Form 5500
FILING_RECEIVED
STANDARDAERO 401K SAVINGS PLAN
401(k) retirement plan
Active participants
4,335
Accounts w/ balance
3,712
Plan assets (EOY)
$364.0M
Net assets (EOY)
$364.0M
How this plan invests
This plan
2 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)
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 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARDAERO BUSINESS AVIATION SERVICES, INC..
Plan sponsor
Name
STANDARDAERO BUSINESS AVIATION SERVICES, INC.
EIN
52-1956503
Address
6710 N SCOTTSDALE RD · SUITE 250 · SCOTTSDALE, AZ · 85253
Phone
(480) 377-3148
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
2025-07-16
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $95K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | 38-2722519 | — | CONSULTANT | $33K | — |
| CBIZ CPAS P.C. | — | LOS ANGELES, CA | CONSULTANT | $20K | — |
Investments
24 direct securities · 2 pooled funds· $406.8M(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.
Uncategorized
$279.5M
24 holdings
Common Collective Trust
$127.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET SP 500 INDEX NON LENDI STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 085 | Common Collective Trust | — | — | $84.5M | 23.2% | |
| FEDERATED HERMES TOTAL RTRN IS MUTUAL FUNDS | — | — | $57.8M | $53.2M | 14.6% | |
| PROGRAM COLUMBIA TR STBL HI QLT ADMIN0 COMMON / COLLECTIVE TRUSTS | — | — | $40.7M | $42.8M | 11.8% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $42.8M | 11.8% | |
| ISHARES MSCI EAFE INTRNL INSTL MUTUAL FUNDS | — | — | $35.4M | $37.4M | 10.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $19.9M | 5.5% | |
| MFS Mass Investors Growth Stock | — | — | — | $14.7M | 4.0% | |
| T Rowe Price International Disciplined Equity Fund | — | — | — | $14.5M | 4.0% | |
| Vanguard Mid Cap Index Fund | — | — | — | $13.3M | 3.6% | |
| Principal Equity Income Fund | — | — | — | $12.1M | 3.3% | |
| Pioneer Bond Fund | — | — | — | $11.0M | 3.0% | |
| VOYA MIDCAP OPPORTUNITIES CL I MUTUAL FUNDS | — | — | $9.9M | $10.1M | 2.8% | |
| MFS TOTAL RETRN FD CL R4 MUTUAL FUNDS | — | — | $10.3M | $10.1M | 2.8% | |
| Participant loans June 2039 -0- | — | — | $10.1M | $10.1M | 2.8% | |
| JP Morgan Small Cap Growth Fund | — | — | — | $8.9M | 2.4% | |
| Columbia Select Mid Cap Value Fund | — | — | — | $7.7M | 2.1% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $7.2M | 2.0% | |
| Victory Small Company Opportunity Fund | — | — | — | $5.8M | 1.6% | |
| General Electric Company Common Stock | — | — | — | $369K | 0.1% | |
| GE Vernova LLC Common Stock | — | — | — | $181K | <0.1% | |
| GE HealthCare Technologies Inc. Common Stock | — | — | — | $57K | <0.1% | |
| Merrill Lynch Bank Deposit Program | — | — | — | $38K | <0.1% | |
| MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | — | — | $36K | $36K | <0.1% | |
| Wabtec Corporation Common Stock | — | — | — | $18K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $2K | $2K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $1K | $1K | <0.1% |