Plan Snapshot
- Plan Sponsor: Frontier Airlines, INC.
- Sponsor EIN: 841256945
- Sponsor Address: 4545 AIRPORT WAY, DENVER, CO, 80239
- Plan Type: 401(k)
- Total Participants: 7,716
- Total Assets: $961.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,716 | $961.9M | $66.8M | $43.8M |
| 2023 | 6,972 | $793.8M | $63.1M | $41.0M |
| 2022 | 6,236 | $619.6M | $54.4M | $35.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MOUNTAIN CAPITAL INVESTMENT AD | Other Service Provider | $1,725,940 | — | $1,725,940 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $459,912 | — | $459,912 |
| MATTERN CAPITAL MANAGEMENT LLC | Other Service Provider | $55,298 | — | $55,298 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $52,579 | — | $52,579 |
| PETERSON WEALTH SERVICES INC | Other Service Provider | $49,173 | — | $49,173 |
| MORGAN STANLEY CAPITAL MANAGE | Recordkeeper | $37,676 | — | $37,676 |
| COOK STREET CONSULTING, INC | Recordkeeper | $36,579 | — | $36,579 |
| PRUDENT MAN INVESTMENT MANAGEM | Investment Advisor | $26,761 | — | $26,761 |
| FISHER INVESTMENTS | Recordkeeper | $26,757 | — | $26,757 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $18,048 | $38 | $18,086 |
| CBIZ CPAS P.C. | Other Service Provider | $16,800 | — | $16,800 |
| PARALLEL ADVISORS LLC | Other Service Provider | $11,090 | — | $11,090 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $10,977 | — | $10,977 |
| GROWSTRONG WEALTH STRATEGIES L | Other Service Provider | $8,203 | — | $8,203 |
| FORTUNE 45 LLC | Investment Advisor | $7,566 | — | $7,566 |
| JW COLE ADVISORS INC | Other Service Provider | $7,411 | — | $7,411 |
| CREATIVE PLANNING LLC | Investment Advisor | $6,816 | — | $6,816 |
| PANORAMIC INVESTMENT ADVISORS | Investment Advisor | $6,657 | — | $6,657 |
| TRIUMPH CAPITAL MANAGEMENT | Other Service Provider | $5,674 | — | $5,674 |
| INDEPENDENT FINANCIAL PARTNERS | Other Service Provider | $5,173 | — | $5,173 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- MORGAN STANLEY CAPITAL MANAGE — Recordkeeper
- COOK STREET CONSULTING, INC — Recordkeeper
- PRUDENT MAN INVESTMENT MANAGEM — Investment Advisor
- FISHER INVESTMENTS — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- FORTUNE 45 LLC — Investment Advisor
- CREATIVE PLANNING LLC — Investment Advisor
- PANORAMIC INVESTMENT ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,575,128
- Estimated Expense Ratio: 0.268% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,578,352 | $2,227,762 | $50 | $16,800 | — |
| 2023 | $2,116,768 | $1,804,700 | $22,575 | — | — |
| 2022 | $2,048,552 | $1,693,212 | — | — | $38,475 |