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Original filing (PDF)20250924083103NAL0007859984001
AI SKY US BIDCO, INC.
Form 5500
FILING_RECEIVED
XPLOR RETIREMENT PLAN
401(k) retirement plan
Active participants
1,074
Accounts w/ balance
962
Plan assets (EOY)
$49.3M
Net assets (EOY)
$49.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AI SKY US BIDCO, INC..
Plan sponsor
Name
AI SKY US BIDCO, INC.
EIN
84-3610328
Address
1717 K STREET NW, SUITE 1100 · WASHINGTON, DC · 20006
Phone
(301) 538-2606
Industry
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $87K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRECT CAPITAL WEALTH MANAGEMENT | 83-1730027 | — | ADVISOR | $78K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SFW PARTNERS, LLC | 43-1764273 | — | ACCOUNTANT/AUDITOR | $25K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
30 direct securities · 1 pooled fund· $48.1M(98% 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
$47.9M
30 holdings
Common Collective Trust
$218K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund - Instl Premium Class " | — | — | — | $8.2M | 16.7% | |
| Fidelity Freedom Index 2050 Fund - Instl Premium Class " | — | — | — | $7.7M | 15.6% | |
| Fidelity Freedom Index 2045 Fund - Instl Premium Class " | — | — | — | $4.8M | 9.7% | |
| Fidelity Freedom Index 2060 Fund - Instl Premium Class " | — | — | — | $4.4M | 8.8% | |
| Fidelity Freedom Index 2030 Fund - Instl Premium Class " | — | — | — | $4.3M | 8.7% | |
| Fidelity Freedom Index 2035 Fund - Instl Premium Class " | — | — | — | $3.9M | 7.8% | |
| Fidelity Freedom Index 2040 Fund - Instl Premium Class " | — | — | — | $3.8M | 7.7% | |
| Fidelity 500 Index " | — | — | — | $3.7M | 7.5% | |
| Fidelity Freedom Index 2025 Fund - Instl Premium Class " | — | — | — | $1.5M | 3.1% | |
| JPMorgan Growth Advantage Fund Class R6 " | — | — | — | $1.2M | 2.5% | |
| BrokerageLink Self-directed brokerage account | — | — | — | $516K | 1.0% | |
| Fidelity Freedom Index 2065 Fund - Instl Premium Class " | — | — | — | $510K | 1.0% | |
| Fidelity Freedom Index 2020 Fund - Instl Premium Class " | — | — | — | $447K | 0.9% | |
| MFS International Diversification Fund Class R6 " | — | — | — | $433K | 0.9% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $340K | 0.7% | |
| Fidelity Total Bond Fund " | — | — | — | $289K | 0.6% | |
| Columbia Dividend Income Fund Institutional 3 Class " | — | — | — | $272K | 0.6% | |
| American Funds New Perspective Fund Class R6 " | — | — | — | $227K | 0.5% | |
| Fidelity Freedom Index 2010 Fund - Instl Premium Class " ** 587 * Fidelity Freedom Index 2015 Fund - Instl Premium Class " | — | — | — | $225K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $218K | 0.4% | |
| Vanguard Balanced Index Fund Admiral Shares " | — | — | — | $211K | 0.4% | |
| American Funds New World Fund Class R6 " | — | — | — | $171K | 0.3% | |
| Victory Sycamore Established Value Fund Class R6 " | — | — | — | $149K | 0.3% | |
| Fidelity Government Money Market Fund Class K6 " | — | — | — | $147K | 0.3% | |
| Putnam Small Cap Growth Fund Class R6 Mutual fund | — | — | — | $147K | 0.3% | |
| Vanguard Small Cap Value Index Fund Admiral Shares " | — | — | — | $137K | 0.3% | |
| Fidelity Small Cap Index Fund " | — | — | — | $66K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z " | — | — | — | $65K | 0.1% | |
| PIMCO Income Fund Institutional Class " | — | — | — | $61K | 0.1% | |
| Carillon Eagle Mid Cap Growth Fund R6 " | — | — | — | $58K | 0.1% | |
| Fidelity Freedom Index Income Fund - Instl Premium Class " | — | — | — | $20K | <0.1% |
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