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Original filing (PDF)20251009132041NAL0011025312001
DIVERSIFIED AERO SERVICES, LLC
Form 5500
FILING_RECEIVED
DIVERSIFIED AERO SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
230
Accounts w/ balance
208
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIVERSIFIED AERO SERVICES, LLC.
Plan sponsor
Name
DIVERSIFIED AERO SERVICES, LLC
EIN
82-1322702
Address
10000 NW 25TH STREET · DORAL, FL · 33172
Phone
(305) 234-2333
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $0 | — |
Investments
32 direct securities· $6.2M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Target Date 2030 R3 | — | — | — | $1.1M | 16.4% | |
| American Funds American Funds Target Date 2035 R3 | — | — | — | $988K | 15.0% | |
| American Funds American Funds Target Date 2050 R3 | — | — | — | $593K | 9.0% | |
| American Funds American Funds Target Date 2045 R3 | — | — | — | $495K | 7.5% | |
| American Funds American Funds Target Date 2040 R3 | — | — | — | $491K | 7.5% | |
| Fidelity Investment Institutional Fidelity Government Moneymarket Advisor Fund M | — | — | — | $450K | 6.8% | |
| American Funds American Funds Target Date 2055 R3 | — | — | — | $323K | 4.9% | |
| American Funds American Funds Target Date 2025 R3 | — | — | — | $277K | 4.2% | |
| Fidelity Investment Institutional Fidelity Advisor Equity Growth M | — | — | — | $244K | 3.7% | |
| American Funds American Funds Target Date 2060 R3 | — | — | — | $226K | 3.4% | |
| MFS Investment Management MFS Mid Cap Growth Fund Class R2 | — | — | — | $172K | 2.6% | |
| Janus Henderson Investors Janus Henderson Triton Fund Class R | — | — | — | $141K | 2.1% | |
| American Funds American Funds Target Date 2065 R3 | — | — | — | $134K | 2.0% | |
| Goldman Sachs International Equity Insights Inst | — | — | — | $80K | 1.2% | |
| Nationwide Fund Distributors Nationwide S&P 500 Index Fund Class R | — | — | — | $78K | 1.2% | |
| Fidelity Investment Institutional Fidelity Advisor International Capital Appreciation Class M | — | — | — | $73K | 1.1% | |
| The Goldman Sachs Group Goldman Sachs Inflation-Protected Securities R | — | — | — | $65K | 1.0% | |
| Invesco Distributors, Inc. Invesco Main Street Fund Class R | — | — | — | $55K | 0.8% | |
| Columbia Dividend Income R | — | — | — | $46K | 0.7% | |
| MFS Investment Management MFS Mid Cap Value Fund Class R2 | — | — | — | $42K | 0.6% | |
| Fidelity Investment Institutional Fidelity Advisor Total Bond Fund Class M | — | — | — | $22K | 0.3% | |
| Fidelity Investment Institutional Fidelity Advisor Freedom 2010 Fund Class M | — | — | — | $20K | 0.3% | |
| Fidelity Investment Institutional Fidelity Advisor Freedom 2020 Fund Class M | — | — | — | $20K | 0.3% | |
| Fidelity Investment Institutional Fidelity Advisor Freedom 2065 Fund Class M | — | — | — | $19K | 0.3% | |
| Wells Fargo Advisors Wells Fargo Special Small Cap Value Fund Class A | — | — | — | $11K | 0.2% | |
| Fidelity Investment Institutional Fidelity Advisor Focus Emerging Mkts M | — | — | — | $8K | 0.1% | |
| BlackRock 40/60 Target Allocation Instl | — | — | — | $7K | 0.1% | |
| Nationwide Fund Distributors Nationwide Small Cap Index R | — | — | — | $7K | 0.1% | |
| American Funds American Funds American Balanced Fund Class R3 | — | — | — | $4K | <0.1% | |
| American Funds American Funds Income Fund of Amer R3 | — | — | — | $4K | <0.1% | |
| MFS Investment Management MFS International Diversification Fund R2 | — | — | — | $4K | <0.1% | |
| BlackRock 80/20 Target Allocation Instl | — | — | — | $4K | <0.1% |
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