Maria Odena signed ICON Aircraft, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ICON Aircraft, Inc.'s EIN is 20-5147443.
Download the official 2023 Form 5500 (PDF) for ICON Aircraft, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)ICON Aircraft, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILICON VALLEY RETIREMENT SERVICES | 27-2233898 | — | ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fid Fdm Idx Inc Ipr Mutual Funds | Common Collective Trusts | — | — | $1.4M | 35.9% | |
| Fid Lg Cap Gr Idx Mutual Funds | Common Collective Trusts | — | — | $442K | 11.5% | |
| Fid 500 Index Mutual Funds | Common Collective Trusts | — | — | $412K | 10.7% | |
| Fid Fdm Idx 2050 Ipr Mutual Funds | Common Collective Trusts | — | — | $340K | 8.8% | |
| Fid Fdm Idx 2045 Ipr Mutual Funds | Common Collective Trusts | — | — | $228K | 5.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $152K | 4.0% | |
| Fid Mid Cap Idx Mutual Funds | Common Collective Trusts | — | — | $142K | 3.7% | |
| Fid Fdm Idx 2040 Ipr Mutual Funds | Common Collective Trusts | — | — | $128K | 3.3% | |
| Dodge & Cox Stock Mutual Funds | Mutual Funds | — | — | $110K | 2.9% | |
| DFA Intl Lg Cp Gr Is Mutual Funds | Mutual Funds | — | — | $104K | 2.7% | |
| Pimco Income Inst Mutual Funds | Mutual Funds | — | — | $83K | 2.2% | |
| Fid Fdm Idx 2035 Ipr Mutual Funds | Common Collective Trusts | — | — | $70K | 1.8% | |
| Participant loans 4 loans; 5.25-9.25% | Bonds / Notes | — | — | $57K | 1.5% | |
| DFA Sm Cap Grth Inst Mutual Funds | Mutual Funds | — | — | $42K | 1.1% | |
| Fid Sm Cap Idx Mutual Funds | Common Collective Trusts | — | — | $40K | 1.0% | |
| DFA US Sm Cap Value Mutual Funds | Mutual Funds | — | — | $24K | 0.6% | |
| Fid Fdm Idx 2060 Ipr Mutual Funds | Common Collective Trusts | — | — | $23K | 0.6% | |
| similar party Investment Value DFA Emrg Mkt Core Eq Mutual Funds | Mutual Funds | — | — | $16K | 0.4% | |
| Fid Fdm Idx 2020 Ipr Mutual Funds 440 * Fid Fdm Idx 2025 Ipr Mutual Funds | Common Collective Trusts | — | — | $14K | 0.4% | |
| DFA Inf Prt Sec Port Mutual Funds 146 DFA Real Est Sec Mutual Funds | Mutual Funds | — | — | $13K | 0.3% | |
| Fid Intl Idx Mutual Funds | Common Collective Trusts | — | — | $11K | 0.3% | |
| Fid Fdm Idx 2055 Ipr Mutual Funds | Common Collective Trusts | — | — | $10K | 0.3% | |
| Fid US Bond Idx Mutual Funds | Common Collective Trusts | — | — | $6K | 0.1% | |
| Fid Fdm Idx 2030 Ipr Mutual Funds | Common Collective Trusts | — | — | $4K | <0.1% | |
| DFA Intl Value Mutual Funds | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
