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Original filing (PDF)20251006113520NAL0006345664001
JET ACCESS TEAM SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
JET ACCESS TEAM SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~77 bps in Sched C fees
Active participants
342
Accounts w/ balance
387
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
28 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 77 bps in Schedule C fees — 167% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JET ACCESS TEAM SOLUTIONS, LLC.
Plan sponsor
Name
JET ACCESS TEAM SOLUTIONS, LLC
EIN
87-3310280
Address
3867 NORTH AVIATION WAY · GREENFIELD, IN · 46140
Phone
(765) 683-1302
Industry
Admin Support & Waste Mgmtsee 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
2025-10-06
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $60K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | — | CARMEL, IN | INVESTMENT ADVISOR | $39K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
28 direct securities· $13.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 K Mutual Fund | — | — | — | $2.2M | 15.8% | |
| Blackrock Lifepath Index Retirement K Mutual Fund | — | — | — | $1.6M | 11.6% | |
| Dreyfus Government Cash Mgmt Instl Mutual Fund 577 Fidelity 500 Index Mutual Fund | — | — | — | $1.2M | 8.8% | |
| Blackrock Lifepath Index 2045 K Mutual Fund | — | — | — | $1.2M | 8.6% | |
| AB Large Cap Growth Z Mutual Fund | — | — | — | $1.1M | 7.9% | |
| Blackrock Lifepath Index 2030 K Mutual Fund | — | — | — | $967K | 7.1% | |
| Blackrock Lifepath Index 2050 K Mutual Fund | — | — | — | $882K | 6.5% | |
| Blackrock Lifepath Index 2040 K Mutual Fund | — | — | — | $735K | 5.4% | |
| Blackrock Lifepath Index 2055 K Mutual Fund | — | — | — | $579K | 4.2% | |
| Blackrock Lifepath Index 2060 K Mutual Fund | — | — | — | $533K | 3.9% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $357K | 2.6% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $329K | 2.4% | |
| Fidelity International Index Mutual Fund | — | — | — | $262K | 1.9% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $247K | 1.8% | |
| Janus Henderson Balanced N Mutual Fund | — | — | — | $242K | 1.8% | |
| Blackrock Lifepath Index 2065 K Mutual Fund | — | — | — | $212K | 1.6% | |
| Blackrock Lifepath Index 2025 K Mutual Fund | — | — | — | $190K | 1.4% | |
| Participant Loans (interest rate range 4.25%-9.50%) | — | — | — | $165K | 1.2% | |
| EI Fixed Account - Series Class I Guaranteed Investment Contract | — | — | — | $152K | 1.1% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $147K | 1.1% | |
| T. Rowe Price Diversified Mid Cap GR I Mutual Fund | — | — | — | $119K | 0.9% | |
| Fidelity International Enhanced Index Mutual Fund | — | — | — | $90K | 0.7% | |
| Blackrock Strategic Global Bond K Mutual Fund | — | — | — | $72K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $65K | 0.5% | |
| PGIM High-Yield R6 Mutual Fund | — | — | — | $43K | 0.3% | |
| Hartford International Value R6 Mutual Fund | — | — | — | $32K | 0.2% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $29K | 0.2% | |
| JPMorgan Core Plus Bond R6 Mutual Fund | — | — | — | $4K | <0.1% |
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