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Original filing (PDF)20251007105953NAL0002404691001
AIR METHODS LLC
Form 5500
FILING_RECEIVED
AIR METHODS CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
4,913
Accounts w/ balance
5,367
Plan assets (EOY)
$633.9M
Net assets (EOY)
$633.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 7 bps in Schedule C fees — modestly above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIR METHODS LLC.
Plan sponsor
Name
AIR METHODS LLC
EIN
84-0915893
Address
5500 S QUEBEC ST, · GREENWOOD VILLAGE, CO · 80111
Phone
(303) 414-7608
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
2025-10-07
Pension benefit codes
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA,P.C.
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 | $61K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $408K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 5 pooled funds· $765.7M(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.
Uncategorized
$491.0M
30 holdings
Common Collective Trust
$229.6M
5 holdings
Mutual Funds
$45.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contra Fund Pooled | — | — | — | $83.9M | 13.2% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $83.9M | 13.2% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $82.9M | 13.1% | |
| s * Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $45.1M | 7.1% | |
| Fidelity Freedom 2035 Fund | — | — | — | $40.5M | 6.4% | |
| Fidelity Freedom 2045 Fund | — | — | — | $39.4M | 6.2% | |
| Fidelity Freedom 2050 Fund | — | — | — | $34.7M | 5.5% | |
| Fidelity Freedom 2030 Fund | — | — | — | $32.9M | 5.2% | |
| Fidelity Extended Market Index Pool Class C | — | — | — | $24.4M | 3.8% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $24.4M | 3.8% | |
| Fidelity Total International Index Pool Class C | — | — | — | $23.5M | 3.7% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $23.5M | 3.7% | |
| Fidelity Freedom 2055 Fund | — | — | — | $23.4M | 3.7% | |
| Fidelity Total Bond Fund | — | — | — | $22.7M | 3.6% | |
| Self-Directed Brokerage Account * Various investments | — | — | — | $21.5M | 3.4% | |
| Fidelity Freedom 2025 Fund | — | — | — | $20.0M | 3.1% | |
| Vanguard Explorer Fund | — | — | — | $17.1M | 2.7% | |
| Fidelity Euro Pacific Growth Fund | — | — | — | $16.9M | 2.7% | |
| Vanguard Equity Income Admin Fund | — | — | — | $16.7M | 2.6% | |
| Vanguard Treasury Money Market Fund | — | — | — | $16.3M | 2.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $14.9M | 2.4% | |
| Notes Receivable from Participants (Loans) Interest rates ranging from 5.25% to 10.50% | — | — | — | $9.6M | 1.5% | |
| American Beacon Fidelity Small Cap Value Fund | — | — | — | $9.2M | 1.5% | |
| Fidelity Freedom 2060 Fund | — | — | — | $9.1M | 1.4% | |
| Fidelity Freedom 2020 Fund | — | — | — | $7.2M | 1.1% | |
| Oakmark Equity & Income Fund | — | — | — | $5.1M | 0.8% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $5.0M | 0.8% | |
| Cohen & Steers Realty Fund | — | — | — | $3.6M | 0.6% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $1.9M | 0.3% | |
| Fidelity Freedom 2065 Fund | — | — | — | $1.7M | 0.3% | |
| Hotchkis & Wiley High Yield Fund | — | — | — | $1.7M | 0.3% | |
| DFA Global Real Estate Fund | — | — | — | $923K | 0.1% | |
| Fidelity Freedom 2015 Fund | — | — | — | $862K | 0.1% | |
| Fidelity Freedom Income Fund | — | — | — | $739K | 0.1% | |
| Fidelity Freedom 2010 Fund | — | — | — | $417K | <0.1% | |
| Fidelity International Bond Index Fund | — | — | — | $40K | <0.1% |
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