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Original filing (PDF)20251014105541NAL0005515938001
TOP FLIGHT, INC.
Form 5500
FILING_RECEIVED
TOP FLIGHT EMPLOYEES' 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
106
Accounts w/ balance
110
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOP FLIGHT, INC..
Plan sponsor
Name
TOP FLIGHT, INC.
EIN
62-0119360
Address
1300 CENTRAL AVENUE · CHATTANOOGA, TN · 37408
Phone
(423) 266-8171
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
LBMC PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANLEY BENEFIT SERVICES | 20-6004000 | — | NONE | $31K | — |
| FUND DIRECT ADVISORS | 27-3584365 | — | NONE | $14K | — |
| PRONVEST | 62-1823351 | — | NONE | $9K | — |
Investments
20 direct securities · 1 pooled fund· $10.4M(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
$9.8M
20 holdings
Common Collective Trust
$552K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund | — | — | — | $2.1M | 20.5% | |
| Vanguard Equity-Income Fund | — | — | — | $1.3M | 12.0% | |
| Federated Hermes MDT Small Cap Growth R6 | — | — | — | $854K | 8.2% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $763K | 7.4% | |
| Fidelity International Index | — | — | — | $762K | 7.3% | |
| American Funds US Government Securities Fund R6 | — | — | — | $667K | 6.4% | |
| American Funds American Balanced Fund Class R-6 | — | — | — | $616K | 5.9% | |
| Vanguard 500 Index Fund | — | — | — | $579K | 5.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $552K | 5.3% | |
| T.Rowe Price Retirement 2025 | — | — | — | $548K | 5.3% | |
| T.Rowe Price Retirement 2030 | — | — | — | $385K | 3.7% | |
| T.Rowe Price Retirement 2035 ** 92 T.Rowe Price Retirement 2045 | — | — | — | $273K | 2.6% | |
| Dodge & Cox Income Fund | — | — | — | $261K | 2.5% | |
| Macquarie Mid Cap Growth Fund R6 | — | — | — | $220K | 2.1% | |
| Cohen & Steers Real Estate Institutional | — | — | — | $171K | 1.6% | |
| DFA US Target Value Portfolio | — | — | — | $87K | 0.8% | |
| Fidelity Mid Cap Index | — | — | — | $82K | 0.8% | |
| T.Rowe Price Retirement 2005 | — | — | — | $67K | 0.6% | |
| Fidelity Small Cap Index | — | — | — | $67K | 0.6% | |
| various maturity dates through June 2027 - | — | — | — | $21K | 0.2% | |
| T.Rowe Price Retirement 2015 | — | — | — | $8K | <0.1% |
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