Plan Snapshot
- Plan Sponsor: Republic Airways Holdings INC.
- Sponsor EIN: 061449146
- Sponsor Address: 8909 PURDUE RD, INDIANAPOLIS, IN, 462683146
- Plan Type: 401(k)
- Total Participants: 6,342
- Total Assets: $577.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 6,342 | $577.6M | $27.8M | $37.3M |
| 2023 | 5,719 | $479.2M | $27.7M | $34.7M |
| 2022 | 6,016 | $379.5M | $17.3M | $29.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $337,152 | — | $337,152 |
| CREATIVE PLANNING HOLDCO LLC | Investment Advisor | $74,192 | — | $74,192 |
| MORNINGSTAR INC | Recordkeeper | $16,208 | — | $16,208 |
| SUMMIT GLOBAL INVESTMENTS LLC | Other Service Provider | $12,259 | — | $12,259 |
| MESIROW FINANCIAL INVESTMENT | Other Service Provider | $8,830 | — | $8,830 |
| MOUNTAIN CAPITAL INVESTMENT AD | Other Service Provider | $8,339 | — | $8,339 |
| FISHER INVESTMENTS | Recordkeeper | $5,610 | — | $5,610 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- CREATIVE PLANNING HOLDCO LLC — Investment Advisor
- MORNINGSTAR INC — Recordkeeper
- FISHER INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $462,590
- Estimated Expense Ratio: 0.080% 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 | $469,382 | $141,454 | — | — | — |
| 2023 | $377,275 | $58,278 | — | — | — |
| 2022 | $346,925 | $33,231 | — | — | — |