Vanessa Russi signed Aersale's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aersale's EIN is 26-3065158.
Download the official 2024 Form 5500 (PDF) for Aersale from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aersale'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2025 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $3.4M | 13.7% | |
| PRIN LIFETIME 2035 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $3.3M | 13.4% | |
| PRIN LIFETIME 2030 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $3.0M | 12.2% | |
| PRIN LIFETIME 2040 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.0M | 8.1% | |
| PRIN LIFETIME 2050 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.9M | 7.8% | |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.5M | 6.2% | |
| PRIN LIFETIME 2045 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.5M | 6.2% | |
| PRIN LIFETIME 2055 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $1.4M | 5.6% | |
| PRIN LIFETIME 2020 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.3M | 5.1% | |
| PRIN LARGECAP GROWTH I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $786K | 3.1% | |
| Putnam Investments Putnam High Yield Adv R Fund | Mutual Funds | — | — | $728K | 2.9% | |
| Notes receivable from participants - | Other securities | — | — | $616K | 2.5% | |
| PRIN LIFETIME 2060 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $578K | 2.3% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $404K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $309K | 1.2% | |
| PRIN LIFETM 2065 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $273K | 1.1% | |
| Lord Abbett Lord Abbett Growth Lead R3 Fd | Mutual Funds | — | — | $250K | 1.0% | |
| Janus International Holding, LLC Janus Henderson Entrprs S | Mutual Funds | — | — | $215K | 0.9% | |
| Janus International Holding, LLC Janus Henderson Triton S | Mutual Funds | — | — | $169K | 0.7% | |
| American Century Investments Am Cent Dis Core Value A Fd | Other securities | — | — | $137K | 0.5% | |
| Janus International Holding, LLC JanusHenderson Gbl Rch S | Mutual Funds | — | — | $124K | 0.5% | |
| PRIN REAL ESTATE SECS SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $120K | 0.5% | |
| PRIN INTL EQUITY INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $115K | 0.5% | |
| PRIN LIFETIME 2015 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $101K | 0.4% | |
| New World Fund New World Fund Inc | Common Stocks | — | — | $97K | 0.4% | |
| EuroPacific Growth Fund | Other securities | — | — | $64K | 0.3% | |
| PRIN MIDCAP VALUE I SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $61K | 0.2% | |
| PRIN EQUITY INCOME SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $56K | 0.2% | |
| American Beacon Funds Amer Beacon Intl Eq Adv Fund | Other securities | — | — | $48K | 0.2% | |
| JP Morgan Funds JP Morgan Govt Bond R2 Fund | U.S. Treasuries | — | — | $44K | 0.2% | |
| PRINCIPAL BOND MKT INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $37K | 0.1% | |
| Lord Abbett Lord Abbett Bd-Debenture R3 Fd | Mutual Funds | — | — | $27K | 0.1% | |
| PGIM Investments PGIM Global Total Ret R2 Fd | Other securities | — | — | $22K | <0.1% | |
| BlackRock Global All Inv A Fd | Other securities | — | — | $21K | <0.1% | |
| (E) | Other securities | — | — | $16K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $16K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $14K | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $14K | <0.1% | |
| PGIM Investments PGIM Total Ret Bond A Fd | U.S. Treasuries | — | — | $10K | <0.1% | |
| PRIN SMALLCAP VALUE II SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $4K | <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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | OTHER SERVICES | $0 | — |
