How big is Jet Access Team Solutions, LLC's plan?

Jet Access Team Solutions, LLC's plan reported $13.7M in assets and 342 participants for 2024.

Original filing (PDF)20251006113520NAL0006345664001

Jet Access Team Solutions, LLC

Name: Jet Access Team Solutions, LLC — Jet Access Team, Form 5500 (2024)
Creator: Jet Access Team Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jet Access Team Solutions, LLC 401(k) Plan

401(k) retirement plan · Jet Access Team Solutions, LLC's Jet Access Team Solutions, LLC 401(k) Plan held $13.7M in plan assets for 342 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributions~77 bps in Sched C fees

Active participants

342

Accounts w/ balance

387

Plan assets (EOY)

$13.7M

Net assets (EOY)

$13.7M

People on this filing

Jennifer Ward signed Jet Access Team Solutions, LLC's 2024 Form 5500 as plan administrator.

Jennifer Ward — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jet Access Team Solutions, LLC's EIN is 87-3310280.

EIN 87-3310280

Plan number 001

Plan year 2024

ACK ID 20251006113520NAL0006345664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jet Access Team Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jet Access Team Solutions, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JET ACCESS TEAM SOLUTIONS, LLC.

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 68K (3% of contributions).
Total administrative cost in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

JET ACCESS TEAM SOLUTIONS, LLC

EIN

all filings

Address

3867 NORTH AVIATION WAY · GREENFIELD, IN · 46140

Phone

(765) 683-1302

Industry

Admin Support & Waste Mgmt

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$60K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SHEPHERD FINANCIAL INVESTMENT ADVIS

Investments

28 direct securities· $13.7M(100% of reported assets)

Other securities

$10.9M

18 holdings

Common Collective Trusts

$1.2M

1 holding

Mutual Funds

$1.2M

7 holdings

Bonds / Notes

$165K

1 holding

Stable Value

$152K

1 holding

					% of plan
Blackrock Lifepath Index 2035 K Mutual Fund	Other securities	—	—	$2.2M	15.8%
Blackrock Lifepath Index Retirement K Mutual Fund	Other securities	—	—	$1.6M	11.6%
Dreyfus Government Cash Mgmt Instl Mutual Fund 577 Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$1.2M	8.8%
Blackrock Lifepath Index 2045 K Mutual Fund	Other securities	—	—	$1.2M	8.6%
AB Large Cap Growth Z Mutual Fund	Other securities	—	—	$1.1M	7.9%
Blackrock Lifepath Index 2030 K Mutual Fund	Other securities	—	—	$967K	7.1%
Blackrock Lifepath Index 2050 K Mutual Fund	Other securities	—	—	$882K	6.5%
Blackrock Lifepath Index 2040 K Mutual Fund	Other securities	—	—	$735K	5.4%
Blackrock Lifepath Index 2055 K Mutual Fund	Other securities	—	—	$579K	4.2%
Blackrock Lifepath Index 2060 K Mutual Fund	Other securities	—	—	$533K	3.9%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$357K	2.6%
JPMorgan Equity Income R6 Mutual Fund	Other securities	—	—	$329K	2.4%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$262K	1.9%
American Century Mid Cap Value R6 Mutual Fund	Other securities	—	—	$247K	1.8%
Janus Henderson Balanced N Mutual Fund	Mutual Funds	—	—	$242K	1.8%
Blackrock Lifepath Index 2065 K Mutual Fund	Other securities	—	—	$212K	1.6%
Blackrock Lifepath Index 2025 K Mutual Fund	Other securities	—	—	$190K	1.4%
Participant Loans (interest rate range 4.25%-9.50%)	Bonds / Notes	—	—	$165K	1.2%
EI Fixed Account - Series Class I Guaranteed Investment Contract	Stable Value	—	—	$152K	1.1%
MFS International Growth R6 Mutual Fund	Mutual Funds	—	—	$147K	1.1%
T. Rowe Price Diversified Mid Cap GR I Mutual Fund	Other securities	—	—	$119K	0.9%
Fidelity International Enhanced Index Mutual Fund	Mutual Funds	—	—	$90K	0.7%
Blackrock Strategic Global Bond K Mutual Fund	Other securities	—	—	$72K	0.5%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$65K	0.5%
PGIM High-Yield R6 Mutual Fund	Other securities	—	—	$43K	0.3%
Hartford International Value R6 Mutual Fund	Other securities	—	—	$32K	0.2%
DFA US Targeted Value I Mutual Fund	Mutual Funds	—	—	$29K	0.2%
JPMorgan Core Plus Bond R6 Mutual Fund	Other securities	—	—	$4K	<0.1%