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Original filing (PDF)20260227114137NAL0000882354001

CORPORATE AIR

Form 5500
FILING_RECEIVED
CORPORATE AIR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
62
Plan assets (EOY)
Net assets (EOY)
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score
81
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
  • No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
  • No recordkeeper disclosed on Schedule C.
  • 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORPORATE AIR.
Plan sponsor
Name
CORPORATE AIR
EIN
81-0397485
Address
1001 S. 24TH STREET W. · P.O. BOX 81050 · BILLINGS, MT · 59108
Phone
(406) 247-3131
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-02-27
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)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $116K

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.

InvestmentTypeCurrent value% of plan
GALLIARD STBLE RTN C
WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001
Common Collective Trust
$116K100.0%

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