AA Transportation, Inc.'s EIN is 04-3323452.
Download the official 2024 Form 5500 (PDF) for AA Transportation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AA Transportation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $964 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $6.2M | 98.1% | |
| IndexSelect Moderate 2035 Fund CL I | Other securities | — | — | $550K | 8.7% | |
| Pimco Total Return Institutional | Mutual Funds | — | — | $535K | 8.4% | |
| American Funds Growth Fund of America R6 | Mutual Funds | — | — | $368K | 5.8% | |
| MFS Research Fund R6 | Mutual Funds | — | — | $357K | 5.6% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $353K | 5.6% | |
| IndexSelect Moderate 2045 Fund CL I | Other securities | — | — | $341K | 5.4% | |
| MFS Core Equity Fund R6 | Mutual Funds | — | — | $340K | 5.4% | |
| Franklin Growth Series R6 | Mutual Funds | — | — | $332K | 5.2% | |
| JPMorgan US Equity R6 | Other securities | — | — | $298K | 4.7% | |
| iShares US Aggregate Bond Index K | Other securities | — | — | $289K | 4.6% | |
| Money Market Funds American Funds US Government Money Market | Mutual Funds | — | — | $268K | 4.2% | |
| iShares S&P 500 Index K | Common Collective Trusts | — | — | $260K | 4.1% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $241K | 3.8% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $161K | 2.5% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $154K | 2.4% | |
| Blackrock Global Allocation Fund K | Other securities | — | — | $147K | 2.3% | |
| IndexSelect Moderate Retirement Find CL I | Other securities | — | — | $143K | 2.3% | |
| American Funds Investment Company of America Fund R6 | Mutual Funds | — | — | $139K | 2.2% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $139K | 2.2% | |
| iShares Russell 2000 Small Cap Index K | Common Collective Trusts | — | — | $135K | 2.1% | |
| American Funds The New Economy Fund R6 | Mutual Funds | — | — | $133K | 2.1% | |
| Participant Loans * Maturity dates through December 2029, interest rates from 4.25% to 9.50% per annum. | Bonds / Notes | — | — | $121K | 1.9% | |
| MFS Government Securities R6 | Mutual Funds | — | — | $120K | 1.9% | |
| iShares MSCI EAFE Int | Other securities | — | — | $107K | 1.7% | |
| iShares Russell Mid Cap Index K | Other securities | — | — | $103K | 1.6% | |
| American Funds Income Fund of America R6 | Mutual Funds | — | — | $92K | 1.5% | |
| IndexSelect Moderate 2055 Fund CL I | Other securities | — | — | $58K | 0.9% | |
| IndexSelect Conservative 2035 Fund CL I | Other securities | — | — | $16K | 0.3% | |
| IndexSelect Aggressive 2035 Fund CL I | Other securities | — | — | $16K | 0.3% | |
| IndexSelect Aggressive Retirement Fund CL I | Other securities | — | — | $13K | 0.2% | |
| Plan corrected outside VFCP in VFCP 2002-51 included $ 12,522 - | Other securities | — | — | $13K | 0.2% | |
| IndexSelect Aggressive 2045 Fund CL I | Other securities | — | — | $10K | 0.2% | |
| IndexSelect Aggressive 2055 Fund CL I | Other securities | — | — | $3K | <0.1% | |
| IndexSelect Conservative Retirement Fund CL I | Other securities | — | — | $3K | <0.1% | |
| IndexSelect Conservative 2045 Fund CL I | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERRILL LYNCH PIERCE FENNER |
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $22K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | THIRD PARTY ADMINSTRATOR | $7K | — |
