Aero Industries, Inc.'s EIN is 35-1273299.
Download the official 2024 Form 5500 (PDF) for Aero Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aero Industries, Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT | 82-0759826 | — | NONE | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $6.6M | 85.2% | |
| Stable Asset Fund Guaranteed Investment Contract 3.10% | Stable Value | — | — | $1.1M | 14.8% | |
| Vanguard Target Retirement 2045 Pooled Separate Account 12,300 shares | Pooled Separate Accounts | — | — | $967K | 12.5% | |
| Dodge & Cox Income Pooled Separate Account 15,004 shares | Pooled Separate Accounts | — | — | $863K | 11.1% | |
| JPMorgan US Equity Pooled Separate Account 12,771 shares | Pooled Separate Accounts | — | — | $834K | 10.7% | |
| DFA International Core Equity Pooled Separate Account 17,849 shares | Pooled Separate Accounts | — | — | $651K | 8.4% | |
| JPMorgan Large Cap Growth Pooled Separate Account 20,921 shares | Pooled Separate Accounts | — | — | $509K | 6.6% | |
| MFS Value Pooled Separate Account 8,906 shares | Pooled Separate Accounts | — | — | $381K | 4.9% | |
| Vanguard Target Retirement 2040 Pooled Separate Account 2,640 shares | Pooled Separate Accounts | — | — | $336K | 4.3% | |
| Vanguard Target Retirement 2030 Pooled Separate Account 3,300 shares | Pooled Separate Accounts | — | — | $298K | 3.8% | |
| Vanguard Target Retirement 2055 Pooled Separate Account 2,295 shares | Pooled Separate Accounts | — | — | $281K | 3.6% | |
| Fidelity Small Cap Pooled Separate Account 5,638 shares | Pooled Separate Accounts | — | — | $214K | 2.8% | |
| Vanguard Target Retirement 2035 Pooled Separate Account 1,765 shares | Pooled Separate Accounts | — | — | $200K | 2.6% | |
| Vanguard Target Retirement 2025 Pooled Separate Account 2,372 shares | Pooled Separate Accounts | — | — | $197K | 2.5% | |
| Vanguard Target Retirement 2060 Pooled Separate Account 2,366 shares | Pooled Separate Accounts | — | — | $183K | 2.4% | |
| Allspring Special Mid Cap Value Pooled Separate Account 3,388 shares | Pooled Separate Accounts | — | — | $155K | 2.0% | |
| JPMorgan Mid Cap Growth Pooled Separate Account 1,609 shares | Pooled Separate Accounts | — | — | $146K | 1.9% | |
| Vanguard Target Retirement 2065 Pooled Separate Account 2,113 shares | Pooled Separate Accounts | — | — | $103K | 1.3% | |
| Vanguard Target Retirement 2050 Pooled Separate Account 1,116 shares | Pooled Separate Accounts | — | — | $97K | 1.2% | |
| Fidelity 500 Pooled Separate Account 1,022 shares | Pooled Separate Accounts | — | — | $63K | 0.8% | |
| T. Rowe Price Balanced I Pooled Separate Account 1,963 shares | Pooled Separate Accounts | — | — | $59K | 0.8% | |
| Fidelity Mid Cap Pooled Separate Account 738 shares | Pooled Separate Accounts | — | — | $34K | 0.4% | |
| DFA U.S. Targeted Value Pooled Separate Account 212 shares | Pooled Separate Accounts | — | — | $28K | 0.4% | |
| Invesco Discovery Pooled Separate Account 518 shares | Pooled Separate Accounts | — | — | $9K | 0.1% | |
| Vanguard Target Retirement 2070 Pooled Separate Account 205 shares | Pooled Separate Accounts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
