2023 Form 5500 filing — Frontier Airlines, Inc. 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015184617NAL0049406784001) for Frontier Airlines, Inc. 401(K) Retirement Plan, reported by Frontier Airlines, Inc. under EIN 84-1256945 and plan number 003. It reports 7,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184617NAL0049406784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frontier Airlines, Inc.
- EIN
- 84-1256945
- Plan number
- 003
- Location
- Denver, CO
- Participants
- 7,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $793,817,009
- Net assets (EOY)
- $793,817,009
- Employer contributions
- $63,078,963
- Participant contributions
- $41,031,475
- Total income / additions
- $214,765,056
- Benefits paid
- $37,520,963
- Administrative expenses
- $2,116,768
- Total expenses
- $40,597,855
- Net increase / (decrease)
- $174,167,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mountain Capital Investment Ad | NONE | $1,444,346 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $365,025 | not reported in the loaded dataset |
| Cook Street Consulting, Inc. | NONE | $71,425 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $53,992 | $0 |
| Mattern Capital Management LLC | NONE | $34,641 | not reported in the loaded dataset |
| Peterson Wealth Services Inc | NONE | $34,506 | not reported in the loaded dataset |
| Cbiz Operations Inc | NONE | $22,575 | not reported in the loaded dataset |
| Fisher Investments | NONE | $22,371 | not reported in the loaded dataset |
| Prudent Man Investment Managem | NONE | $21,773 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $21,383 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $17,565 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $10,456 | not reported in the loaded dataset |
| Parallel Advisors LLC | NONE | $8,805 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $6,884 | not reported in the loaded dataset |
| Jw Cole Advisors Inc | NONE | $5,745 | not reported in the loaded dataset |
| Fortune 45 LLC | NONE | $5,676 | not reported in the loaded dataset |
| Panoramic Investment Advisors | NONE | $5,217 | not reported in the loaded dataset |