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Original filing (PDF)20251013112401NAL0000541619001
MCGEE AIR SERVICES, INC.
Form 5500
FILING_RECEIVED
MCGEE RETIREMENT READINESS PLAN
401(k) retirement plan
Active participants
2,980
Accounts w/ balance
961
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
21 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCGEE AIR SERVICES, INC..
Plan sponsor
Name
MCGEE AIR SERVICES, INC.
EIN
81-2044238
Address
901 POWELL AVE · SUITE 200 · RENTON, WA · 98057
Phone
(206) 788-8003
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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Investments
8 direct securities · 21 pooled funds· $10.1M(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.
Common Collective Trust
$9.8M
21 holdings
Uncategorized
$248K
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | 15,265.127 | $1.6M | $1.7M | 16.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | 12,360.039 | $1.2M | $1.3M | 13.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | 10,765.143 | $1.1M | $1.2M | 11.6% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | 10,849.472 | $1.0M | $1.1M | 11.0% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | 16,698.006 | $1.0M | $1.1M | 10.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | 7,941.707 | $721K | $761K | 7.6% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | 7,569.953 | $636K | $669K | 6.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | 16,163.919 | $620K | $653K | 6.5% | |
| SP 500 INDEX PL CL E GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | 1,188.092 | $324K | $328K | 3.3% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | 3,704.017 | $288K | $301K | 3.0% | |
| SP EXT MKT IDX CL E GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | 1,193.325 | $196K | $204K | 2.0% | |
| SP GLB EXUS IDX CL E GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 005 | Common Collective Trust | 1,406.791 | $205K | $197K | 2.0% | |
| TRP GRTH STK TRUST B T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | 1,365.968 | $84K | $106K | 1.0% | |
| FIAM US BOND INX D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 106 | Common Collective Trust | 643.618 | $90K | $89K | 0.9% | |
| MFS INTL EQUITY R6 | — | 2,037.079 | $68K | $69K | 0.7% | |
| VANG SM VAL IDX INST | — | 1,355.11 | $62K | $65K | 0.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | 698.748 | $49K | $52K | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | 1,660.617 | $39K | $41K | 0.4% | |
| LOOMIS CORE PL BD Y | — | 3,439.983 | $39K | $39K | 0.4% | |
| VANG VMMR-FED MMKT | — | 37,913.66 | $38K | $38K | 0.4% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Common Collective Trust | 36,205.91 | $36K | $36K | 0.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | 603.478 | $32K | $34K | 0.3% | |
| DODGE & COX STOCK X | — | 114.859 | $30K | $30K | 0.3% | |
| VANG INFL PROT INST | — | 566.958 | $5K | $5K | <0.1% | |
| BARON GROWTH INST | — | 27.281 | $3K | $3K | <0.1% | |
| VANG BAL INDEX INST | — | 5.019 | $215 | $243 | <0.1% | |
| VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANG IS EXT MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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