Sheryl Morgan signed Aero Metals, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aero Metals, Inc.'s EIN is 35-1082708.
Download the official 2024 Form 5500 (PDF) for Aero Metals, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aero Metals, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $3.1M | 20.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $2.7M | 17.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.3M | 8.9% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 8.3% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $919K | 6.1% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $829K | 5.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $743K | 4.9% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $589K | 3.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $559K | 3.7% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $317K | 2.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $248K | 1.6% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $248K | 1.6% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $217K | 1.4% | |
| FID ADV DIVERSIFIED STOCK - Z | Registered Investment Companies | — | — | $196K | 1.3% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $170K | 1.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $163K | 1.1% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $156K | 1.0% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $151K | 1.0% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $147K | 1.0% | |
| VICTORY INTL SMALL CAP I | Registered Investment Companies | — | — | $143K | 0.9% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $135K | 0.9% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $118K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $89K | 0.6% | |
| FID US BOND IND | Registered Investment Companies | — | — | $73K | 0.5% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $60K | 0.4% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $41K | 0.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $32K | 0.2% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $30K | 0.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $26K | 0.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $11K | <0.1% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $24K |
| — |
