Employers › Republic Airways Holdings
Recordkeeping fees per participant · Republic Airways Holdings Inc. 401(k) Plan · plan year 2024
$47.45
Higher than 46% of the 1,697 plans $250M to 1B that report it.
= $327,928 / 6,911
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251117075318NAL0000639475001, received 2025-11-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251117075318NAL0000639475001, received 2025-11-17
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-11-17.
Administrative expenses excluding investment management, per participant
$47.45
Higher than 29% of the 2,324 plans $250M to 1B that report it.
= $327,928 / 6,911
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251117075318NAL0000639475001, received 2025-11-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251117075318NAL0000639475001, received 2025-11-17
Administrative expenses per participant
$67.92
Higher than 34% of the 2,405 plans $250M to 1B that report it.
= $469,382 / 6,911
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251117075318NAL0000639475001, received 2025-11-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251117075318NAL0000639475001, received 2025-11-17
Administrative expenses as a share of assets
0.081%
Higher than 56% of the 2,407 plans $250M to 1B that report it.
= $469,382 / $577,572,013
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251117075318NAL0000639475001, received 2025-11-17
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251117075318NAL0000639475001, received 2025-11-17
Employer contributions per participant
$4,017
Higher than 63% of the 2,457 plans $250M to 1B that report it.
= $27,763,270 / 6,911
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251117075318NAL0000639475001, received 2025-11-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251117075318NAL0000639475001, received 2025-11-17
Employer share of total contributions
41.2%
Higher than 78% of the 2,459 plans $250M to 1B that report it.
= $27,763,270 / $67,347,923
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251117075318NAL0000639475001, received 2025-11-17
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251117075318NAL0000639475001, received 2025-11-17
Plan terms are described in Republic Airways Holdings Inc.'s SEC filings: Form 10-K filed 2016-03-11. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251117075318NAL0000639475001, received 2025-11-17
| Field | Value | Source |
|---|---|---|
| Plan sponsor | REPUBLIC AIRWAYS HOLDINGS INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Plan name | REPUBLIC AIRWAYS HOLDINGS INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Sponsor EIN / plan number | 06-1449146 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Sponsor location | INDIANAPOLIS, IN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Industry (business code) | 481000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Filing received | 2025-11-17 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Participants, beginning of year | 7,715 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Active participants | 6,342 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Participants, end of year | 8,136 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Participants with an account balance | 6,911 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Total assets, beginning of year | $479,227,898 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Total assets, end of year | $577,572,013 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Net assets, end of year | $577,572,013 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Total income | $142,683,394 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Net income | $98,344,115 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Employer contributions | $27,763,270 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Participant contributions | $37,303,646 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Other contributions (incl. rollovers) | $2,281,007 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Total contributions | $67,347,923 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Benefit payments | $43,730,363 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Total expenses (incl. benefit payments) | $44,339,279 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Total administrative expenses | $469,382 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Recordkeeping fees | $327,928 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Investment advisory and management fees | $141,454 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Administrative expenses excluding investment management | $327,928 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Held in mutual funds | $501,796,628 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251117075318NAL0000639475001, received 2025-11-17 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251117075318NAL0000639475001, received 2025-11-17 |
Position = column in the DOL layout for form year 2024. Filing 20251117075318NAL0000639475001, received 2025-11-17.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $337,152 | no |
| CREATIVE PLANNING HOLDCO LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $74,192 | no |
| MORNINGSTAR INC | NONE | 28 Investment management; 50 Direct payment from the plan | $16,208 | no |
| SUMMIT GLOBAL INVESTMENTS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $12,259 | no |
| MESIROW FINANCIAL INVESTMENT | NONE | 28 Investment management; 50 Direct payment from the plan | $8,830 | no |
| MOUNTAIN CAPITAL INVESTMENT AD | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $8,339 | no |
| FISHER INVESTMENTS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $5,610 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses; 59 Shareholder servicing fees | $2,747 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251117075318NAL0000639475001, received 2025-11-17.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $479,227,898 | $577,572,013 | 20.5% |
| Participants with a balance | 6,725 | 6,911 | 2.8% |
| Administrative expenses | $377,275 | $469,382 | 24.4% |
| Recordkeeping fees per participant | $47.43 | $47.45 | 0.0% |
| Employer contributions | $27,690,137 | $27,763,270 | 0.3% |
Prior filing 20241014120935NAL0044430640001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: REPUBLIC AIRWAYS HOLDINGS INC.; SEC registrant: REPUBLIC AIRWAYS HOLDINGS INC (CIK 1159154, matched by EIN).