Original filing (PDF)20250923162154NAL0008256659001

MESA AIR GROUP INC

Name: MESA AIR GROUP INC — MESA AIR GROUP INC 401K PLAN, Form 5500 (2024)
Creator: MESA AIR GROUP INC

Form 5500

FILING_RECEIVED

MESA AIR GROUP INC 401K PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,733

Accounts w/ balance

2,436

Plan assets (EOY)

$109.9M

Net assets (EOY)

$109.9M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

36 bps in Schedule C fees — 257% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MESA AIR GROUP INC.

Plan sponsor

Name

MESA AIR GROUP INC

EIN

85-0302351

Address

410 N 44TH ST STE 700 · PHOENIX, AZ · 850087608

Phone

(602) 685-3588

Industry

Transportation & Warehousingsee all

Plan administrator

Name

MESA AIR GROUP INC

EIN

85-0302351

City

PHOENIX, AZ

Phone

(602) 685-3588

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GLOBAL BANKING	36-3145972	—	CONSULTANT	$165K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$227K	—

Investments

32 direct securities · 1 pooled fund· $109.6M(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

$105.7M

32 holdings

Common Collective Trust

$3.9M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
AB Large Cap Growth Fund – Class Z Mutual Fund	—	—	—	$15.5M	14.1%
iShares S&P 500 Index Fund – Class K Mutual Fund	—	—	—	$15.3M	13.9%
Lincoln Financial Stable Value Account – Class LNGPA Fixed Annuity	—	—	—	$12.2M	11.1%
JPMorgan Equity Income Fund – Class R6 Mutual Fund	—	—	—	$9.3M	8.5%
Fidelity Freedom Blend Income Class K6 Mutual Fund ** 791 Goldman Sachs Gqg Partners International Opportuni Mutual Fund	—	—	—	$8.0M	7.3%
iShares U.S. Aggregate Bond Index Class K Mutual Fund	—	—	—	$5.9M	5.4%
iShares MSCI EAFE International Index – Class K Mutual Fund	—	—	—	$4.8M	4.4%
PGIM Jennison Growth Fund – Class Z Mutual Fund	—	—	—	$4.7M	4.2%
JANUS HENDERSON ENTERPRISE GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289853 / PN 001	Common Collective Trust	—	—	$3.9M	3.5%
iShares Russell Mid-Cap Index Fund – Class K Mutual Fund	—	—	—	$3.7M	3.4%
Loomis Sayles Core Plus Bond Class Y Mutual Fund	—	—	—	$3.5M	3.2%
Pimco Real Return Institutional Class Mutual Fund	—	—	—	$3.4M	3.1%
Blackrock High Yield Bond Institutional Shares Mutual Fund	—	—	—	$2.4M	2.2%
iShares Russell 2000 Small-Cap Index Fund – Class K Mutual Fund	—	—	—	$2.3M	2.1%
MFS Mid Cap Value Fund – Class R6 Mutual Fund	—	—	—	$2.2M	2.0%
Nuveen Real Estate Securities Fund – Class R6 Mutual Fund	—	—	—	$1.9M	1.8%
American Century Small Cap Value Fund – Class R6 Mutual Fund	—	—	—	$1.5M	1.3%
Notes Receivable From Participants 4.25% to 9.50%	—	—	—	$1.4M	1.3%
DWS Enhanced Commodity Strategy Fund – Class R6 Mutual Fund	—	—	—	$1.1M	1.0%
Invesco Equity and Income Fund – Class R6 Mutual Fund	—	—	—	$1.1M	1.0%
AB Small Cap Growth Fund – Class Z Mutual Fund	—	—	—	$1.1M	1.0%
Macquarie Small Cap Core Mutual Fund	—	—	—	$1.0M	0.9%
American Funds Global Balanced Fund – Class R6 Mutual Fund	—	—	—	$934K	0.8%
American Funds New World Class R6 Mutual Fund	—	—	—	$894K	0.8%
Fidelity Freedom Blend 2030 Class K6 Mutual Fund	—	—	—	$768K	0.7%
BW Global Opportunities Bond Fund – Class IS Mutual Fund	—	—	—	$335K	0.3%
Fidelity Freedom Blend 2035 Class K6 Mutual Fund	—	—	—	$147K	0.1%
MFS Emerging Markets Debt Fund – Class R6 Mutual Fund	—	—	—	$138K	0.1%
Fidelity Freedom Blend 2065 Class K6 Mutual Fund	—	—	—	$91K	<0.1%
Fidelity Freedom Blend 2040 Class K6 Mutual Fund	—	—	—	$50K	<0.1%
Fidelity Freedom Blend 2060 Class K6 Mutual Fund	—	—	—	$4K	<0.1%
Fidelity Freedom Blend 2045 Class K6 Mutual Fund	—	—	—	$2K	<0.1%
Fidelity Freedom Blend 2050 Class K6 Mutual Fund ** 869 Fidelity Freedom Blend 2055 Class K6 Mutual Fund	—	—	—	$2K	<0.1%