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Original filing (PDF)20251015150939NAL0002519491001
AIREKO CONSTRUCTION CORP.
Form 5500
FILING_RECEIVED
AIREKO CONSTRUCTION CORP. CODA PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
~132 bps in Sched C feesNo recordkeeper disclosed
Active participants
337
Accounts w/ balance
53
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
18 pooled trusts
Schedule D
18 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
- 132 bps in Schedule C fees — 154% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 16% 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 AIREKO CONSTRUCTION CORP..
Plan sponsor
Name
AIREKO CONSTRUCTION CORP.
EIN
66-0286068
Address
PO BOX 2128 · SAN JUAN, PR · 00922
Phone
(787) 844-4001
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
JOSE E. ROSARIO & CO., CPA PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | INVESTMENT MANAGER | $18K | — |
| FUTURE CAPITAL | — | CHATTANOOGA, TN | INVESTMENT ADVISOR PARTIC | $18K | — |
Investments
18 direct securities · 18 pooled funds· $4.7M(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
$2.4M
18 holdings
Pooled Separate Account
$2.4M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: LOOMIS SAYLES INVESTMENT GRADE BOND RET OPT (extraction pending)] | — | — | — | $459K | 17.1% | |
| TRANSAMERICA LIFE INSURANCE COMPANY LOOMIS SAYLES INVESTMENT GRADE BOND RET OPT · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $459K | 17.1% | |
| [DFE: THORNBURG CORE GROWTH RET OPT (extraction pending)] | — | — | — | $396K | 14.8% | |
| TRANSAMERICA LIFE INSURANCE COMPANY THORNBURG SMALL MID/CAP GROWTH RET OPT · EIN 39-0989781 / PN 095 | Pooled Separate Account | — | — | $396K | 14.8% | |
| [DFE: AB INTERNATIONAL VALUE INV OPT (extraction pending)] | — | — | — | $386K | 14.4% | |
| TRANSAMERICA LIFE INSURANCE COMPANY AB INTERNATIONAL VALUE INV OPT · EIN 39-0989781 / PN 067 | Pooled Separate Account | — | — | $386K | 14.4% | |
| [DFE: PIONEER DISCIPLINED VALUE INV OPT (extraction pending)] | — | — | — | $329K | 12.3% | |
| TRANSAMERICA LIFE INSURANCE COMPANY PIONEER DISCIPLINED VALUE INV OPT · EIN 39-0989781 / PN 092 | Pooled Separate Account | — | — | $329K | 12.3% | |
| [DFE: AMERICAN FUNDS FUNDAMENTAL INVESTORS INV OPT (extraction pending)] | — | — | — | $322K | 12.0% | |
| TRANSAMERICA LIFE INSURANCE COMPANY AMERICAN FUNDS FUNDAMENTAL INVESTORS INV OPT · EIN 39-0989781 / PN 009 | Pooled Separate Account | — | — | $322K | 12.0% | |
| [DFE: AMERICAN FUNDS NEW PERSPECTIVE INV OPT (extraction pending)] | — | — | — | $155K | 5.8% | |
| TRANSAMERICA LIFE INSURANCE COMPANY AMERICAN FUNDS NEW PERSPECTIVE INV OPT · EIN 39-0989781 / PN 023 | Pooled Separate Account | — | — | $155K | 5.8% | |
| [DFE: COLUMBIA INCOME OPPORTUNITIES INV OPT (extraction pending)] | — | — | — | $101K | 3.8% | |
| TRANSAMERICA LIFE INSURANCE COMPANY COLUMBIA INCOME OPPORTUNITIES INV OPT · EIN 39-0989781 / PN 228 | Pooled Separate Account | — | — | $101K | 3.8% | |
| [DFE: LOOMIS SAYLES BOND RET OPT (extraction pending)] | — | — | — | $73K | 2.7% | |
| TRANSAMERICA LIFE INSURANCE COMPANY LOOMIS SAYLES BOND RET OPT · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $73K | 2.7% | |
| [DFE: NUVEEN REAL ESTATE SECURITIES RET OPT (extraction pending)] | — | — | — | $73K | 2.7% | |
| TRANSAMERICA LIFE INSURANCE COMPANY NUVEEN REAL ESTATE SECURITIES RET OPT · EIN 39-0989781 / PN 075 | Pooled Separate Account | — | — | $73K | 2.7% | |
| [DFE: TA VANGUARD SMALL-CAP VALUE INDEX RET OPT (extraction pending)] | — | — | — | $44K | 1.6% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TA VANGUARD SMALL-CAP VALUE INDEX RET OPT · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $44K | 1.6% | |
| [DFE: TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO RET OPT (extraction pending)] | — | — | — | $11K | 0.4% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO RET OPT · EIN 39-0989781 / PN 052 | Pooled Separate Account | — | — | $11K | 0.4% | |
| [DFE: TRANSAMERICA ASSET ALLOCATION - GROWTH PORTFOLIO RET OPT (extraction pending)] | — | — | — | $7K | 0.3% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA ASSET ALLOCATION - GROWTH PORTFOLIO RET OPT · EIN 39-0989781 / PN 055 | Pooled Separate Account | — | — | $7K | 0.3% | |
| [DFE: TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO RET OPT (extraction pending)] | — | — | — | $883 | <0.1% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO RET OPT883 · EIN 39-0989781 / PN 054 | Pooled Separate Account | — | — | $883 | <0.1% | |
| [DFE: TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO RET OPT (extraction pending)] | — | — | — | $46 | <0.1% | |
| TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO RET OPT · EIN 39-0989781 / PN 053 | Pooled Separate Account | — | — | $46 | <0.1% | |
| [DFE: AMERICAN FUNDS BALANCED INV OPT (extraction pending)] | — | — | — | $36 | <0.1% | |
| TRANSAMERICA LIFE INSURANCE COMPANY AMERICAN FUNDS BALANCED INV OPT · EIN 39-0989781 / PN 026 | Pooled Separate Account | — | — | $36 | <0.1% | |
| [DFE: FRANKLIN MUTUAL SHARES INV OPT (extraction pending)] | — | — | — | $28 | <0.1% | |
| TRANSAMERICA LIFE INSURANCE COMPANY FRANKLIN MUTUAL SHARES INV OPT · EIN 39-0989781 / PN 017 | Pooled Separate Account | — | — | $28 | <0.1% | |
| [DFE: AMERICAN FUNDS SMALLCAP WORLD RET OPT (extraction pending)] | — | — | — | $23 | <0.1% | |
| TRANSAMERICA LIFE INSURANCE COMPANY AMERICAN FUNDS SMALLCAP WORLD RET OPT · EIN 39-0989781 / PN 069 | Pooled Separate Account | — | — | $23 | <0.1% | |
| [DFE: STATE STREET INTERNATIONAL INDEX RET OPT (extraction pending)] | — | — | — | $20 | <0.1% | |
| TRANSAMERICA LIFE INSURANCE COMPANY STATE STREET INTERNATIONAL INDEX RET OPT · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $20 | <0.1% |
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