Richard PUGH signed IATA Regional Office for the Americas' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IATA Regional Office for the Americas' EIN is 13-1788875.
Download the official 2024 Form 5500 (PDF) for IATA Regional Office for the Americas from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IATA Regional Office for the Americas' 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $84K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $9.8M | 38.2% | |
| American Century One Choice 2040 | Other securities | — | — | $2.4M | 9.2% | |
| William Blair Small Md Cap Growth Fund | Other securities | — | — | $1.8M | 7.2% | |
| Vanguard Extended Market Index | Mutual Funds | — | — | $1.3M | 5.2% | |
| Mass Mutual Guaranteed Investment Contract at contract value | Stable Value | — | — | $1.1M | 4.2% | |
| American Century One Choice 2030 | Other securities | — | — | $1.1M | 4.2% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $1.0M | 4.0% | |
| American Century One Choice 2035 | Other securities | — | — | $1.0M | 4.0% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $823K | 3.2% | |
| The Hartford Int'l Opportunities | Other securities | — | — | $808K | 3.1% | |
| American Century One Choice 2045 | Other securities | — | — | $716K | 2.8% | |
| Mass Mutual Premier US Govt. Money Mkt 738 PGIM Investments Total Return Bond Fund | Cash / Money Market | — | — | $698K | 2.7% | |
| American Century One Choice In Rt | Other securities | — | — | $599K | 2.3% | |
| AMG River Road Dividend Fund | Other securities | — | — | $476K | 1.9% | |
| two to ten years | Other securities | — | — | $462K | 1.8% | |
| PIMCO Funds Real Return | Mutual Funds | — | — | $440K | 1.7% | |
| American Century One Choice 2050 | Other securities | — | — | $392K | 1.5% | |
| American Century One Choice 2025 | Other securities | — | — | $360K | 1.4% | |
| AB Funds Discovery Value Fund | Other securities | — | — | $247K | 1.0% | |
| American Century One Choice 2055 | Other securities | — | — | $93K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERCER (US) INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $46K | — |
| MERCER (US) INC MERCER INVESTMENTS | — | CHICAGO, IL | INVESTMENT ADVISOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERNATIONAL AIR TRANSPORT ASSOCIA | — | MIAMI, FL | OTHER | $15K | — |
