Shannon Urpani signed Sky Chefs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sky Chefs, Inc.'s EIN is 13-1318367.
Download the official 2024 Form 5500 (PDF) for Sky Chefs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sky Chefs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $406K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | CONSULTANT | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $41.2M | 16.0% | |
| T. Rowe Price T Rowe Price Institutional Large Cap | Mutual Funds | — | — | $35.5M | 13.8% | |
| American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $29.4M | 11.4% | |
| BLACKROCK RUSSELL 2000 FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $22.6M | 8.8% | |
| BLACKROCK EQUITY INDEX FUND CLASS M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $19.9M | 7.7% | |
| Vanguard Equity Income Class Admiral | Mutual Funds | — | — | $16.9M | 6.6% | |
| BLACKROCK US DEBT INDEX FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $16.2M | 6.3% | |
| BLACKROCK MSCI EAFE EQUITY INDEX FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352742 / PN 001 | Common Collective Trust | — | — | $16.0M | 6.2% | |
| American Euro Pacific | Other securities | — | — | $10.1M | 3.9% | |
| JP Morgan US Equity Fund Class R6 | Other securities | — | — | $8.4M | 3.3% | |
| JP Morgan JP Morgan Mid Cap Value Fund R6 | Other securities | — | — | $6.4M | 2.5% | |
| Annum, Collateralized by Participants' Vested Account Balances, Maturing through December 2029 | Other securities | — | — | $5.0M | 2.0% | |
| Neuberger Berman Neuberger Berman Mid Cap | Other securities | — | — | $4.9M | 1.9% | |
| Vanguard 2030 Target Retirement | Mutual Funds | — | — | $4.3M | 1.7% | |
| Vanguard 2025 Target Retirement | Mutual Funds | — | — | $3.2M | 1.2% | |
| Vanguard 2040 Target Retirement | Mutual Funds | — | — | $2.8M | 1.1% | |
| Vanguard 2035 Target Retirement | Mutual Funds | — | — | $2.5M | 1.0% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $1.6M | 0.6% | |
| Vanguard 2065 Target Retirement | Mutual Funds | — | — | $1.2M | 0.5% | |
| Vanguard 2020 Target Retirement | Mutual Funds | — | — | $910K | 0.4% | |
| Pear Tree Funds Pear Tree Polaris Foreign Value Fund | Other securities | — | — | $760K | 0.3% | |
| Vanguard 2050 Target Retirement | Mutual Funds | — | — | $735K | 0.3% | |
| Vanguard 2045 Target Retirement | Mutual Funds | — | — | $723K | 0.3% | |
| Calvert US Large Cap Core | Other securities | — | — | $720K | 0.3% | |
| Vanguard Target Income Retirement | Mutual Funds | — | — | $655K | 0.3% | |
| VANGUARD 2055 TARGET RETIREMNT MUTUAL FUNDS | Mutual Funds | — | $438K | $498K | 0.2% | |
| Vanguard 2060 Target Retirement | Mutual Funds | — | — | $378K | 0.1% | |
| Vanguard 2070 Target Retirement | Mutual Funds | — | — | $33K | <0.1% | |
| Interest-bearing Cash BlackRock BIF Money Fund | Cash / Money Market | — | — | $26K | <0.1% | |
| Accrued Income | Other securities | — | — | $4K | <0.1% | |
| Non-interest-bearing cash | Cash / Money Market | — | — | $3K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $3K | $3K | <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 |
|---|---|---|---|---|---|
| GGF, LLP | — | ENCINO, CA | ACCOUNTANT | $42K | — |
