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Original filing (PDF)20251010103237NAL0018235410001
AERO-FLITE, INC.
Form 5500
FILING_RECEIVED
AERO-FLITE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
209
Accounts w/ balance
242
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AERO-FLITE, INC..
Plan sponsor
Name
AERO-FLITE, INC.
EIN
83-6004633
Address
8520 W ELECTRIC AVE · SPOKANE, WA · 99224
Phone
(509) 747-6001
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRESNELL GAGE PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTER BENEFITS CONSULTING GROUP | — | PALATINE, IL | THIRD PARTY ADMINISTRATO | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $34.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$16.8M
1 holding
Uncategorized
$15.7M
30 holdings
Pooled Separate Accounts
$1.2M
1 holding
Guaranteed Income / GIC
$906K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $16.8M | 89.9% | |
| Vangrd 500 Index Fund Adm Pooled separate accounts | — | — | — | $1.7M | 9.1% | |
| Voya Index Solution 2040 P Z Pooled separate accounts | — | — | — | $1.4M | 7.6% | |
| Voya Index Solution 2045 P Z Pooled separate accounts | — | — | — | $1.3M | 7.2% | |
| Voya Index Solution 2035 P Z Pooled separate accounts | — | — | — | $1.2M | 6.6% | |
| AB Large Cap Grw Fnd Z Pooled separate accounts | Pooled Separate Accounts | — | — | $1.2M | 6.2% | |
| Voya Index Solution 2050 P Z Pooled separate accounts | — | — | — | $1.1M | 6.0% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled separate accounts 9 Voya Index Solution 2025 P Z Pooled separate accounts | — | — | — | $1.1M | 5.9% | |
| , at contract value Voya Fixed Account Guaranteed investment contract annual interest rate of 1% | Guaranteed Income / GIC | — | — | $906K | 4.8% | |
| American Funds Wash Mutual R6 Pooled separate accounts | — | — | — | $761K | 4.1% | |
| Voya Index Solution 2055 P Z Pooled separate accounts | — | — | — | $676K | 3.6% | |
| Voya Index Solution 2060 P Z Pooled separate accounts | — | — | — | $638K | 3.4% | |
| MFS International Grw Fund R6 Pooled separate accounts | — | — | — | $571K | 3.1% | |
| Voya Index Solution Inc P Z Pooled separate accounts | — | — | — | $568K | 3.0% | |
| Vangrd Growth Index Fund Adm Pooled separate accounts | — | — | — | $546K | 2.9% | |
| Voya Index Solution 2030 P Z Pooled separate accounts | — | — | — | $487K | 2.6% | |
| Eaton Vance Atl Cp SMIDCp F R6 Pooled separate accounts | — | — | — | $476K | 2.5% | |
| Cohen&Steers Real Est S Fd Z Pooled separate accounts | — | — | — | $397K | 2.1% | |
| Vangrd Small-Cap Index Fnd Adm Pooled separate accounts | — | — | — | $367K | 2.0% | |
| Vangrd Mid-Cap Index Fund Adm Pooled separate accounts | — | — | — | $297K | 1.6% | |
| PIMCO Income Fund Ins Pooled separate accounts | — | — | — | $292K | 1.6% | |
| American Funds New World R6 Pooled separate accounts | — | — | — | $283K | 1.5% | |
| PGIM High Yield Fund R6 Pooled separate accounts | — | — | — | $275K | 1.5% | |
| PGIM Total Return Bond Fund R6 Pooled separate accounts | — | — | — | $269K | 1.4% | |
| Voya Small Cap Growth Fund R6 Pooled separate accounts | — | — | — | $216K | 1.2% | |
| Victory Sycmr Est Vl Fd R6 Pooled separate accounts | — | — | — | $121K | 0.6% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Pooled separate accounts | — | — | — | $107K | 0.6% | |
| Invesco Floating Rate ESG F R6 Pooled separate accounts | — | — | — | $93K | 0.5% | |
| PGIM Short-Term Corp Bond F R6 Pooled separate accounts | — | — | — | $91K | 0.5% | |
| American Funds SMALLCAP R6 Pooled separate accounts | — | — | — | $78K | 0.4% | |
| Voya Index Solution 2065 P Z Pooled separate accounts | — | — | — | $70K | 0.4% | |
| Vangrd Health Care Ind Fd Adm Pooled separate accounts | — | — | — | $67K | 0.4% | |
| Vangrd Infl-Prt Secs Fund Adm Pooled separate accounts | — | — | — | $14K | <0.1% |
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