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Original filing (PDF)20251106093315NAL0012041201001
SKYWEST, INC.
Form 5500
FILING_RECEIVED
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
15,517
Accounts w/ balance
12,750
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
16 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKYWEST, INC..
Plan sponsor
Name
SKYWEST, INC.
EIN
87-0292166
Address
444 SOUTH RIVER RD. · ST. GEORGE, UT · 84790
Phone
(435) 634-3000
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
2025-11-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $477K | — |
| SOLTIS INVESTMENT ADVISORS | 87-0506413 | — | NONE | $45K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $32K | — |
| TANNER LLC | 20-2253063 | — | NONE | $30K | — |
| CIOVACCO CAPITAL MANAGEMENT | 58-2490379 | — | NONE | $22K | — |
| ELITE WEALTH MANAGEMENT LLC | 84-4503484 | — | NONE | $18K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $16K | — |
| MOUNTAIN CAPITAL INVESTMENT AD | 27-4826969 | — | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC. | 94-1479833 | — | NONE | $11K | — |
| SOLTIS INVESTMENT ADVISORS LLC | 27-3188744 | — | NONE | $10K | — |
| SAINT FRANCIS CAPITAL LLC | 46-5694010 | — | NONE | $8K | — |
| TOWNSQUARE CAPITAL LLC | 82-1306760 | — | NONE | $8K | — |
| DIVERSIFY WEALTH MANAGEMENT LL | 93-4837681 | — | NONE | $7K | — |
| IGNITE PLANNERS LLC | 82-3301523 | — | NONE | $7K | — |
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $6K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | NONE | $6K | — |
Investments
25 direct securities · 16 pooled funds· $1.4B(99% 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
$778.0M
25 holdings
Common Collective Trust
$634.1M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Institutional Index Instl Plus | — | — | — | $189.4M | 13.3% | |
| T. ROWE PRICE BLUE CHIP GROWTH TRST T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $123.2M | 8.7% | |
| Various Self-Directed Brokerage Accounts | — | — | — | $102.3M | 7.2% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $74.1M | 5.2% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $70.7M | 5.0% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $69.2M | 4.9% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $69.1M | 4.9% | |
| T. ROWE PRICE STB VAL COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-7309931 / PN 001 | Common Collective Trust | — | — | $62.1M | 4.4% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $50.0M | 3.5% | |
| MFS Value R3 | — | — | — | $45.9M | 3.2% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth | — | — | — | $45.1M | 3.2% | |
| Wasatch Global Investors Wasatch Small Cap Value I | — | — | — | $44.0M | 3.1% | |
| SkyWest, Inc. SkyWest, Inc. Common Stock Fund | — | — | — | $44.0M | 3.1% | |
| T. Rowe Price T. Rowe Price New Horizons | — | — | — | $43.5M | 3.1% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $39.8M | 2.8% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $37.5M | 2.6% | |
| The Vanguard Group Vanguard Extended Market Index Inst | — | — | — | $35.8M | 2.5% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $34.5M | 2.4% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $31.3M | 2.2% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $28.1M | 2.0% | |
| Fidelity Low Priced Stock Fund K6 | — | — | — | $28.0M | 2.0% | |
| MFS International Intrinsic Value R3 | — | — | — | $22.8M | 1.6% | |
| JPMorgan Mid Cap Value R6 | — | — | — | $15.6M | 1.1% | |
| Plan participants through 2034, collateralized by the respective participants’ account balances | — | — | — | $13.7M | 1.0% | |
| PIMCO Income Institutional | — | — | — | $13.6M | 1.0% | |
| The Vanguard Group Vanguard Total Bond Market Index Inst | — | — | — | $12.6M | 0.9% | |
| T. Rowe Price T. Rowe Price International Discovery | — | — | — | $9.8M | 0.7% | |
| The Vanguard Group Vanguard Total Intl Stock Index Instl | — | — | — | $9.7M | 0.7% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $9.4M | 0.7% | |
| The Vanguard Group Vanguard Federal Money Market Fund | — | — | — | $7.8M | 0.6% | |
| The Vanguard Group Vanguard Equity Income Admiral | — | — | — | $6.7M | 0.5% | |
| The Vanguard Group Vanguard Real Estate Index Admiral | — | — | — | $6.1M | 0.4% | |
| The Vanguard Group Vanguard Emerging Mkts Stock Index Admiral | — | — | — | $4.7M | 0.3% | |
| T. ROWE PRICE RET 2065 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.2% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.1% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.1% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.1% | |
| SkyWest, Inc. Interest-bearing cash equivalents | — | — | — | $1.3M | <0.1% | |
| Fidelity Inflation-Protected Bond Index | — | — | — | $1.2M | <0.1% | |
| T. ROWE PRICE RET BAL ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $676K | <0.1% | |
| Vanguard Cash Reserves Federal Money Market The Vanguard Group Fund | — | — | — | $82K | <0.1% |
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