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Original filing (PDF)20251010053058NAL0017168850001
PRIMEFLIGHT AVIATION SERVICES
Form 5500
FILING_RECEIVED
PRIMEFLIGHT AVIATION SERVICES, INC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
8,328
Accounts w/ balance
1,389
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 47 bps in Schedule C fees — 60% above peer band of 29 bps.
- Only 17% 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 PRIMEFLIGHT AVIATION SERVICES.
Plan sponsor
Name
PRIMEFLIGHT AVIATION SERVICES
EIN
82-2808194
Address
3 SUGAR CREEK CENTER BLVD · SUITE 450 · SUGAR LAND, TX · 77478
Phone
(281) 942-6870
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
2025-10-10
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
SEIDEL SCHROEDER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $41K | — |
Investments
24 direct securities · 1 pooled fund· $20.8M(97% 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.
Registered Investment Companies
$20.0M
24 holdings
Common Collective Trust
$843K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $2.3M | 10.6% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $1.8M | 8.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.8M | 8.3% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.7M | 8.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.7M | 7.8% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.5M | 6.8% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.2M | 5.5% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $1.2M | 5.4% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $1.0M | 4.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $977K | 4.6% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $905K | 4.2% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $843K | 3.9% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $700K | 3.3% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $677K | 3.2% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $643K | 3.0% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $532K | 2.5% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $432K | 2.0% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $327K | 1.5% | |
| FID US BOND IND | Registered Investment Companies | — | — | $204K | 1.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $201K | 0.9% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $138K | 0.6% | |
| FID ADV SM CAP GROWTH Z 971 REGISTERED INVESTMENT COMPANY MFS MID CAP GROWTH R6 10 REGISTERED INVESTMENT COMPANY BR GLOB ALLOC K | Registered Investment Companies | — | — | $67K | 0.3% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $52K | 0.2% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $49K | 0.2% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $43K | 0.2% |
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