Filings through Sep 24, 2026.

Retirement plan

Unical Aviation, Inc. Profit Sharing and 401(k) Plan

Name: UNICAL AVIATION, INC. - UNICAL AVIATION, INC. PROFIT SHARING AND 401(K) PLAN (2024) Form 5500
Creator: UNICAL AVIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNICAL AVIATION, INC. PROFIT SHARING AND 401(K) PLAN, UNICAL AVIATION, INC.

Unical Aviation, Inc.EIN 95-4260177Plan #001PY 2024

15132 W. CAMELBACK ROAD - GLENDALE, AZ 85340909-348-1700unical.comLinkedIn201-500 employeesaviation & aerospace

Prospect flagsLow assets / participantFailed to transmit contributionsFund lineup: 16 funds, $22.2M

How to read this page

Total assets (EOY)

$22.6M

+2.6% from 2023

Total participants

590

+4.2% from 2023

Average account balance

$40,208

-4.0% from 2023

Annual return

14.19%

-4.72 pp from 2023

Benchmarks

See 1,406 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,406 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624	Advisory (Plan)	$36,650
FIDELITY INVESTMENTS INSTITUTIONAL9 years Service code 37 · EIN 04-2647786	Loan Processing	$29,608

Fund lineup

CSV with Pro

16 funds of $250K or more; 17 lines in all, holding $22.2M of the plan's $22.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).

In collective trusts8%median 0% for plans of $5M to $50M (34,889 plans)

In index funds17%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series71%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: Fidelity Freedom Blend, mutual fund, 71% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity Freedom Blend Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$15.7M	70.9%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$3.0M	13.5%
AB US Large Cap Growth CIT AllianceBernstein · Collective trust	AllianceBernstein	Collective trust	$663K	3.0%
Putnam Large Cap Value Trust Franklin Templeton · Collective trust	Franklin Templeton	Collective trust	$583K	2.6%
Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$312K	1.4%
Putnam Stable Value Fund Franklin Templeton · Stable value Stable value	Franklin Templeton	Stable value	$298K	1.3%
American Century Small/Mid Cap Value Fund American Century · Mutual fund	American Century	Mutual fund	$276K	1.2%
Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$273K	1.2%
Columbia Trust Small Cap Growth Fund Ameriprise (Columbia Threadneedle) · Collective trust	Ameriprise (Columbia Threadneedle)	Collective trust	$266K	1.2%
Invesco Discovery Mid Cap Growth Fund Invesco · Mutual fund	Invesco	Mutual fund	$195K	0.9%

See the other 7 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$66K

$232 / participant

Recordkeeping$30K44.7%
Investment mgmt$37K55.3%

% of EOY assets

0.294%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LEE CPA AUDIT GROUP
Auditor EIN: 814637885
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

CREATIVE PLANNING LLC2 years

Service code 27 · EIN 84-4519624

Advisory (Plan)

$36,650

FIDELITY INVESTMENTS INSTITUTIONAL9 years

Service code 37 · EIN 04-2647786

Loan Processing

$29,608

Fund

Dollars

% of funds%

Fidelity Freedom Blend

Fidelity (FMR) · Mutual fund

Target-date, 14 vintagesRecordkeeper's own fund

$15.7M

70.9%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$3.0M

13.5%

AB US Large Cap Growth CIT

AllianceBernstein · Collective trust

$663K

3.0%

Putnam Large Cap Value Trust

Franklin Templeton · Collective trust

$583K

2.6%

Fidelity Small Cap Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$312K

1.4%

Putnam Stable Value Fund

Franklin Templeton · Stable value

Stable value

$298K

1.3%

American Century Small/Mid Cap Value Fund

American Century · Mutual fund

$276K

1.2%

Fidelity International Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$273K

1.2%

Columbia Trust Small Cap Growth Fund

Ameriprise (Columbia Threadneedle) · Collective trust

$266K

1.2%

Invesco Discovery Mid Cap Growth Fund

Invesco · Mutual fund

$195K

0.9%

Unical Aviation, Inc. Profit Sharing and 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Unical Aviation, Inc. Profit Sharing and 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion