Erika McCreedy signed Air General, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Air General, Inc.'s EIN is 04-2220326.
Download the official 2024 Form 5500 (PDF) for Air General, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Air General, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
| ASCENSUS HOLDINGS INC DBA | — | SAN DIEGO, CA | CONTRACT ADMIN | $30K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $29K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.8M | 17.3% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.4M | 13.6% | |
| American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $1.1M | 10.4% | |
| Guaranteed Portfolio Interest rate 1.23% | Bonds / Notes | — | — | $1.0M | 10.0% | |
| PUTNAM RETIREMENT ADVANTAGETRST2055 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $476K | 4.6% | |
| Funds * Notes Receivables From Interest rates ranging from 5.25% to 10.50%, | Bonds / Notes | — | — | $454K | 4.4% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $424K | 4.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $381K | 3.7% | |
| PUTNAM RETIREMENT ADVANTAGETRST2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $319K | 3.1% | |
| PUTNAM RETIREMENT ADVANTAGETRST2040 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $294K | 2.9% | |
| PUTNAM RETIREMENT ADVANTAGETRST2030 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $292K | 2.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $279K | 2.7% | |
| PUTNAM RETIREMENTADVANTAGETRST2050 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $276K | 2.7% | |
| PUTNAM RETIREMENT ADVANTAGETRST2035 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $248K | 2.4% | |
| MFS Mid Cap Value Fund (IS Platform) | Mutual Funds | — | — | $239K | 2.3% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $239K | 2.3% | |
| PUTNAM RETIREMENT ADVANTAGETRST2045 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $229K | 2.2% | |
| Fidelity Real Estate Index Institutional | Mutual Funds | — | — | $186K | 1.8% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $179K | 1.7% | |
| PUTNAM RETIREMENT ADVANTAGETRST2065 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $139K | 1.4% | |
| Empower T. Rowe Price Mid Cap Growth Institutional | Other securities | — | — | $122K | 1.2% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $112K | 1.1% | |
| Pimco Income Institutional | Mutual Funds | — | — | $97K | 0.9% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $69K | 0.7% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $65K | 0.6% | |
| PUTNAM RETIREMENT ADVANTAGETRST2025 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $40K | 0.4% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $31K | 0.3% | |
| Fidelity Advisor Focused Emerging Market Z | Mutual Funds | — | — | $30K | 0.3% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $24K | 0.2% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGETRSTMATX PUTNAM INVESTMENT CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $212 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $23K | — |
