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Original filing (PDF)20251015083355NAL0008673826003
CORPORATE FLIGHT MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
CORPORATE FLIGHT MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
~86 bps in Sched C feesNo recordkeeper disclosed
Active participants
688
Accounts w/ balance
308
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
142 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- 86 bps in Schedule C fees — 64% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORPORATE FLIGHT MANAGEMENT, INC..
Plan sponsor
Name
CORPORATE FLIGHT MANAGEMENT, INC.
EIN
62-1148507
Address
808 BLUE ANGEL WAY · SMYRNA, TN · 37167
Phone
(713) 870-9150
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NAIL MCKINNEY, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RENASANT BANK | — | TUPELO, MS | NONE | $75K | — |
| EPIC RETIREMENT PLAN SERVICES, INC. | 16-1450952 | — | NONE | $9K | — |
Investments
134 direct securities· $9.3M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | — | $1.3M | 13.4% | |
| Vanguard Large Cap Index Fund Mutual Fund | — | — | — | $829K | 8.5% | |
| Value Line Mid Cap Focused Fund Mutual Fund | — | — | — | $592K | 6.1% | |
| JPMorgan Growth Advantage Fund Mutual Fund | — | — | — | $568K | 5.8% | |
| Federated Government Obligations Fund Money Market Fund | — | — | — | $383K | 3.9% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $172K | 1.8% | |
| AB Large Cap Growth Fund Mutual Fund | — | — | — | $172K | 1.8% | |
| Baird Core Plus Bond Fund Class Inst. Mutual Fund | — | — | — | $152K | 1.6% | |
| Federated Total Return Bond Fund Mutual Fund | — | — | — | $152K | 1.6% | |
| Mid Atlantic Master Cash Account Cash | — | — | — | $135K | 1.4% | |
| Renasant Conservative Growth Model Fund - (Continued) Separately Managed Account JPMorgan Global Bond Opportunities Fund Mutual Fund | — | — | — | $127K | 1.3% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $121K | 1.2% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $118K | 1.2% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $114K | 1.2% | |
| Federated Government Obligations Fund Money Market Fund | — | — | — | $113K | 1.2% | |
| The Hartford Dividend & Growth Fund Mutual Fund | — | — | — | $104K | 1.1% | |
| Baird Core Plus Bond Fund Class Inst. Mutual Fund | — | — | — | $93K | 1.0% | |
| JPMorgan Core Bond Mutual Fund | — | — | — | $93K | 1.0% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $89K | 0.9% | |
| Participant loans 4.25% - 9.50% | — | — | — | $76K | 0.8% | |
| JPMorgan Global Bond Opportunities Fund Mutual Fund | — | — | — | $75K | 0.8% | |
| Federated Total Return Bond Fund Mutual Fund | — | — | — | $73K | 0.8% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $69K | 0.7% | |
| Federated Institutional High Yield Bond Fund Mutual Fund | — | — | — | $69K | 0.7% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $67K | 0.7% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $64K | 0.7% | |
| Smead Value Fund Mutual Fund | — | — | — | $62K | 0.6% | |
| Federated Government Obligations Fund Money Market Fund | — | — | — | $62K | 0.6% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $60K | 0.6% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $59K | 0.6% | |
| Hartford International Value Fund Mutual Fund | — | — | — | $55K | 0.6% | |
| Matthews Emerging Markets Small Companies Fund Mutual Fund | — | — | — | $54K | 0.6% | |
| Hartford International Value Fund Mutual Fund | — | — | — | $53K | 0.5% | |
| Baird Core Plus Bond Fund Class Inst. Mutual Fund | — | — | — | $52K | 0.5% | |
| Schwab Treasury Inflation Protected Securities Index Mutual Fund | — | — | — | $50K | 0.5% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $50K | 0.5% | |
| Matthews Emerging Markets Small Companies Fund Mutual Fund | — | — | — | $49K | 0.5% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $48K | 0.5% | |
| JPMorgan Hedged Equity Fund Mutual Fund | — | — | — | $48K | 0.5% | |
| Schwab Treasury Inflation Protected Securities Index Mutual Fund | — | — | — | $48K | 0.5% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $47K | 0.5% | |
| Matthews Emerging Markets Small Companies Fund Mutual Fund | — | — | — | $47K | 0.5% | |
| Federated International Small-Mid Company Fund Mutual Fund | — | — | — | $46K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $45K | 0.5% | |
| Buffalo International Fund Mutual Fund | — | — | — | $45K | 0.5% | |
| Renasant Conservative Growth Model Fund Separately Managed Account Mid Atlantic Master Cash Account Cash | — | — | — | $45K | 0.5% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $45K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $45K | 0.5% | |
| Buffalo International Fund Mutual Fund | — | — | — | $45K | 0.5% | |
| The Hartford Dividend & Growth Fund Mutual Fund | — | — | — | $44K | 0.5% | |
| Smead Value Fund Mutual Fund | — | — | — | $44K | 0.4% | |
| Smead Value Fund Mutual Fund | — | — | — | $43K | 0.4% | |
| Vanguard Large Cap Index Fund Mutual Fund | — | — | — | $43K | 0.4% | |
| Hartford International Value Fund Mutual Fund | — | — | — | $42K | 0.4% | |
| JPMorgan Hedged Equity Fund Mutual Fund | — | — | — | $41K | 0.4% | |
| Vanguard Large Cap Index Fund Mutual Fund | — | — | — | $41K | 0.4% | |
| Buffalo International Fund Mutual Fund | — | — | — | $40K | 0.4% | |
| AB Large Cap Growth Fund Mutual Fund | — | — | — | $40K | 0.4% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $39K | 0.4% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $39K | 0.4% | |
| Federated International Small-Mid Company Fund Mutual Fund | — | — | — | $39K | 0.4% | |
| JPMorgan Growth Advantage Fund Mutual Fund | — | — | — | $39K | 0.4% | |
| Smead Value Fund Mutual Fund | — | — | — | $38K | 0.4% | |
| AB Large Cap Growth Fund Mutual Fund | — | — | — | $38K | 0.4% | |
| The Hartford Dividend & Growth Fund Mutual Fund | — | — | — | $38K | 0.4% | |
| Vanguard Large Cap Index Fund Mutual Fund | — | — | — | $38K | 0.4% | |
| JPMorgan Hedged Equity Fund Mutual Fund | — | — | — | $37K | 0.4% | |
| Renasant Aggressive Growth Model Fund - (Continued) Separately Managed Account JPMorgan Growth Advantage Fund Mutual Fund | — | — | — | $37K | 0.4% | |
| JPMorgan Growth Advantage Fund Mutual Fund | — | — | — | $37K | 0.4% | |
| AB Large Cap Growth Fund Mutual Fund | — | — | — | $37K | 0.4% | |
| Federated International Small-Mid Company Fund Mutual Fund | — | — | — | $36K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $36K | 0.4% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $36K | 0.4% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $34K | 0.3% | |
| Baird Core Plus Bond Fund Class Inst. Mutual Fund | — | — | — | $31K | 0.3% | |
| JPMorgan Hedged Equity Fund Mutual Fund | — | — | — | $31K | 0.3% | |
| Federated Total Return Bond Fund Mutual Fund | — | — | — | $31K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $31K | 0.3% | |
| Schwab Treasury Inflation Protected Securities Index Mutual Fund | — | — | — | $31K | 0.3% | |
| JPMorgan Global Bond Opportunities Fund Mutual Fund | — | — | — | $31K | 0.3% | |
| Federated Government Obligations Fund Money Market Fund | — | — | — | $31K | 0.3% | |
| JPMorgan Global Bond Opportunities Fund Mutual Fund | — | — | — | $31K | 0.3% | |
| Federated International Small-Mid Company Fund Mutual Fund | — | — | — | $31K | 0.3% | |
| Schwab Treasury Inflation Protected Securities Index Mutual Fund | — | — | — | $31K | 0.3% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $31K | 0.3% | |
| Matthews Emerging Markets Small Companies Fund Mutual Fund | — | — | — | $31K | 0.3% | |
| Matthews Emerging Markets Small Companies Fund Mutual Fund | — | — | — | $30K | 0.3% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $30K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $29K | 0.3% | |
| AB Large Cap Growth Fund Mutual Fund | — | — | — | $28K | 0.3% | |
| Vanguard Large Cap Index Fund Mutual Fund | — | — | — | $28K | 0.3% | |
| Buffalo International Fund Mutual Fund | — | — | — | $27K | 0.3% | |
| JPMorgan Growth Advantage Fund Mutual Fund | — | — | — | $27K | 0.3% | |
| The Hartford Dividend & Growth Fund Mutual Fund | — | — | — | $26K | 0.3% | |
| Mid Atlantic Master Cash Account Cash | — | — | — | $26K | 0.3% | |
| Smead Value Fund Mutual Fund | — | — | — | $26K | 0.3% | |
| Federated Government Obligations Fund Money Market Fund | — | — | — | $25K | 0.3% | |
| JPMorgan Core Bond Fund Mutual Fund | — | — | — | $25K | 0.3% | |
| Federated Total Return Bond Fund Mutual Fund | — | — | — | $25K | 0.3% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $24K | 0.2% | |
| Buffalo International Fund Mutual Fund | — | — | — | $24K | 0.2% | |
| Hartford International Value Fund Mutual Fund | — | — | — | $24K | 0.2% | |
| Federated International Small-Mid Company Fund Mutual Fund | — | — | — | $24K | 0.2% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $24K | 0.2% | |
| First Eagle Global Fund Mutual Fund | — | — | — | $24K | 0.2% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $23K | 0.2% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $21K | 0.2% | |
| JPMorgan Core Bond Fund Mutual Fund | — | — | — | $19K | 0.2% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $19K | 0.2% | |
| Renasant Aggressive Growth Model Fund Separately Managed Account Mid Atlantic Master Cash Account Cash | — | — | — | $19K | 0.2% | |
| JPMorgan Hedged Equity Fund Mutual Fund | — | — | — | $18K | 0.2% | |
| Renasant Growth Model Fund Separately Managed Account Mid Atlantic Master Cash Account Cash | — | — | — | $17K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $17K | 0.2% | |
| First Eagle Global Fund Mutual Fund | — | — | — | $16K | 0.2% | |
| Federated Institutional High Yield Bond Fund Mutual Fund | — | — | — | $16K | 0.2% | |
| Value Line Mid Cap Focused Fund Mutual Fund | — | — | — | $15K | 0.2% | |
| First Eagle Global Fund Mutual Fund | — | — | — | $15K | 0.2% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund 998 T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $13K | 0.1% | |
| Renasant Moderate Growth Model Fund - (Continued) Separately Managed Account Federated Institutional High Yield Bond Fund Mutual Fund | — | — | — | $12K | 0.1% | |
| Value Line Mid Cap Focused Fund Mutual Fund | — | — | — | $12K | 0.1% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $12K | 0.1% | |
| First Eagle Global Fund Mutual Fund | — | — | — | $12K | 0.1% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund 225 T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| Value Line Mid Cap Focused Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| Federated Institutional High Yield Bond Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| Value Line Mid Cap Focused Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Baird Core Plus Bond Fund Class Inst. Mutual Fund | — | — | — | $3K | <0.1% | |
| JPMorgan Core Bond Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Renasant Income Model Fund Separately Managed Account Mid Atlantic Master Cash Account Cash 590 Federated Government Obligations Fund Money Market Fund | — | — | — | $3K | <0.1% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| JPMorgan Global Bond Opportunities Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Renasant Income Model Fund - (Continued) Separately Managed Account The Hartford Dividend & Growth Fund Mutual Fund 687 JPMorgan Growth Advantage Fund Mutual Fund 533 MFS Mid Cap Value Fund Mutual Fund | — | — | — | $1K | <0.1% |
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