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Original filing (PDF)20250923102429NAL0006732176001
COULSON AVIATION (USA), INC.
Form 5500
FILING_RECEIVED
COULSON AVIATION (USA), INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
171
Accounts w/ balance
163
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 107% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COULSON AVIATION (USA), INC..
Plan sponsor
Name
COULSON AVIATION (USA), INC.
EIN
93-1039466
Address
1200 NW NAITO PARKWAY · SUITE 200 · PORTLAND, OR · 97209
Phone
(250) 724-7600
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
2025-09-23
Pension benefit codes
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AUDIT AND TAX SOLUTIONS CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | ASSET CUSTODIAN | $6K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | ASSET CUSTODIAN | $132 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON-CO-FID--COMPREHENSIVE | 26-2409128 | SHAWNEE MISSION, KS | INVESTMENT ADVISOR | $23K | — |
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | SAINT LOUIS, MO | INVESTMENT ADVISOR | $900 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION GROUP | 20-0235252 | JAMESTOWN, NC | THIRD PARTY ADMIN | $30K | — |
Investments
49 direct securities· $10.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 Mutual Funds | — | — | — | $1.8M | 18.3% | |
| Nuveen Lifecycle Index 2040 Mutual Funds | — | — | — | $1.2M | 12.2% | |
| Fid 500 Indx Mutual Funds | — | — | — | $824K | 8.2% | |
| Nuveen Lifecycle Index 2050 Mutual Funds | — | — | — | $748K | 7.4% | |
| Nuveen Lifecycle Index 2045 Mutual Funds | — | — | — | $736K | 7.3% | |
| Vngrd Ttl StMkt Indx Mutual Funds | — | — | — | $563K | 5.6% | |
| Nuveen Lifecycle Index 2035 Mutual Funds | — | — | — | $539K | 5.3% | |
| Victory Sycamore Estblshd Val Mutual Funds | — | — | — | $453K | 4.5% | |
| Putnam Lg Cap Growth Mutual Funds | — | — | — | $437K | 4.3% | |
| Nuveen Lifecycle Index 2060 Mutual Funds | — | — | — | $398K | 3.9% | |
| Nuveen Lifecycle Index 2055 Mutual Funds | — | — | — | $330K | 3.3% | |
| Vngrd Trgt Rtrmt 2050 Inv Mutual Funds | — | — | — | $221K | 2.2% | |
| Artisan Intl Val Inst Mutual Funds | — | — | — | $188K | 1.9% | |
| Brown Adv Sustnbl Growth Fd Inst Mutual Funds | — | — | — | $178K | 1.8% | |
| NW Geneva SmCapGr Inst Svc Mutual Funds | — | — | — | $140K | 1.4% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Funds | — | — | — | $133K | 1.3% | |
| Vngrd Wndrs Adm Mutual Funds | — | — | — | $121K | 1.2% | |
| DFA Intl Lgcap Gr Mutual Funds | — | — | — | $109K | 1.1% | |
| Impax Sustnbl Alloc Inst Mutual Funds | — | — | — | $92K | 0.9% | |
| similar party Investment Value BlkRk 80/20 Trgtalloc Inst Mutual Funds | — | — | — | $88K | 0.9% | |
| Vngrd Trgt Rtrmt 2030 Inv Mutual Funds | — | — | — | $81K | 0.8% | |
| Vngrd Ttl Intlstkindx Adm Mutual Funds | — | — | — | $76K | 0.8% | |
| Vngrd Trgt Rtrmt 2040 Inv Mutual Funds | — | — | — | $67K | 0.7% | |
| Fid US Bd Indx Mutual Funds | — | — | — | $67K | 0.7% | |
| Baird Cor Pls Bd Inst Mutual Funds | — | — | — | $48K | 0.5% | |
| Cohenstrs Realest Sec Inst Mutual Funds | — | — | — | $46K | 0.5% | |
| State Street Balanced Index Mutual Funds | — | — | — | $41K | 0.4% | |
| AmFds New Wld Mutual Funds | — | — | — | $31K | 0.3% | |
| Leggm Clrbrdg Lgcap Gr Mutual Funds | — | — | — | $29K | 0.3% | |
| Nuveen Lifecycle Index 2065 Mutual Funds | — | — | — | $28K | 0.3% | |
| Prncpl Md Cap Mutual Funds | — | — | — | $24K | 0.2% | |
| DFA US SmCap Inst Mutual Funds | — | — | — | $23K | 0.2% | |
| BlkRk Strat Inc Oppr Mutual Funds | — | — | — | $21K | 0.2% | |
| Vngrd 500 Index Fd Mutual Funds | — | — | — | $18K | 0.2% | |
| Calvert Intl Equity Mutual Funds | — | — | — | $15K | 0.2% | |
| Vngrd GNMA Adm Mutual Funds | — | — | — | $14K | 0.1% | |
| Vngrd Ttl Intl Bd Idx Adm Mutual Funds | — | — | — | $7K | <0.1% | |
| Fed Hrms Inst HiYldBd Inst Mutual Funds | — | — | — | $6K | <0.1% | |
| BlkRk Mdcap Gr Eq Inst Mutual Funds | — | — | — | $5K | <0.1% | |
| Fid Infl Prtct Bd Indx Mutual Funds | — | — | — | $4K | <0.1% | |
| Vngrd Wlsly Inc Adm Mutual Funds | — | — | — | $3K | <0.1% | |
| Pimco Intl Bdusdlrhdginst Mutual Funds | — | — | — | $2K | <0.1% | |
| BlkRk Natrl Rsrc Tr Inst Mutual Funds | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index 2025 Mutual Funds | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index 2020 Mutual Funds | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index 2015 Mutual Funds | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index 2010 Mutual Funds | — | — | — | $2K | <0.1% | |
| NW Fixed Select Option Guaranteed Investment Contracts | — | — | — | $2K | <0.1% | |
| Fed Hrms ShIntdTlRtBd Inst Mutual Funds | — | — | — | $1K | <0.1% |