Robert L Rose signed Allied Aviation Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allied Aviation Services, Inc.'s EIN is 13-3846270.
Download the official 2024 Form 5500 (PDF) for Allied Aviation Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allied Aviation Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| maturity date, collateral, maturity value or par. a | Other securities | — | — | $269K | 4.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $269K | 4.8% | |
| Shares investment company. There is no maturity date, | Common Stocks | — | — | $90K | 1.6% | |
| Vanguard Mid-Cap Index Fund Admiral 208 shares. Mutual fund which is a registered investment company. There is no maturity date, | Common Collective Trusts | — | — | $68K | 1.2% | |
| Vanguard Small-Cap Index Fund Admiral 357 shares. Mutual fund which is a registered investment company. There is no maturity date, | Common Collective Trusts | — | — | $41K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund Admiral 436 shares. Mutual fund which is a registered investment company. There is no maturity date, | Common Collective Trusts | — | — | $37K | 0.6% | |
| Vanguard Small-Cap Growth Index Fund Admiral 85 shares. Mutual fund which is a registered investment company. There is no maturity date, | Common Collective Trusts | — | — | $8K | 0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral 76 shares. Mutual fund which is a registered investment company. There is no maturity date, | Common Collective Trusts | — | — | $8K | 0.1% | |
| Vanguard Small-Cap Value Index ADM 17 shares. Mutual fund which is a registered investment company. There is no maturity date, | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
