Krystyna Rushton signed First Aviation Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Aviation Services Inc.'s EIN is 35-2374720.
Download the official 2024 Form 5500 (PDF) for First Aviation Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Aviation Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $1.5M | 12.6% | |
| Nuveen Lifecyle Index 2045 Fund | Mutual Funds | — | — | $1.0M | 8.4% | |
| PGIM Global Total Return Fund ** 834 PGIM High-Yield Fund ** 950 PIMCO Income Instl Fund | Mutual Funds | — | — | $932K | 7.7% | |
| Loomis Sayles Investment Grade Bond Fund | Other securities | — | — | $850K | 7.0% | |
| Nuveen Lifecyle Index 2050 Fund | Mutual Funds | — | — | $828K | 6.8% | |
| DFA Inflation-Protected Securities Fund ** 847 DFA Investment Grade Fund ** 89 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $736K | 6.1% | |
| Empower Annuity Insurance * Key Guaranteed Portfolio Fund | Other securities | — | — | $713K | 5.9% | |
| PIMCO Investment Grade Credit Bond Inst Fund ** 5 PIMCO Stocksplus Intl (USD-Hedged) Instl Fund | U.S. Treasuries | — | — | $607K | 5.0% | |
| Nuveen Lifecyle Index 2040 Fund | Mutual Funds | — | — | $605K | 5.0% | |
| Nuveen Lifecyle Index 2055 Fund | Mutual Funds | — | — | $413K | 3.4% | |
| Fidelity Advisor Growth Opps Fund | Mutual Funds | — | — | $405K | 3.3% | |
| JPMorgan US Large Cap Core Plus Fund | Other securities | — | — | $383K | 3.2% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $376K | 3.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $359K | 3.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $272K | 2.2% | |
| Nuveen Lifecyle Index 2035 Fund | Mutual Funds | — | — | $261K | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $224K | 1.8% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $167K | 1.4% | |
| Nuveen Lifecyle Index 2030 Fund | Mutual Funds | — | — | $147K | 1.2% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $143K | 1.2% | |
| Nuveen Lifecyle Index 2060 Fund | Mutual Funds | — | — | $141K | 1.2% | |
| Nuveen Lifecyle Index 2025 Fund | Mutual Funds | — | — | $129K | 1.1% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $123K | 1.0% | |
| Putnam Small Cap Growth Fund | Mutual Funds | — | — | $120K | 1.0% | |
| T. Rowe Price Mid-Cap Value Fund | Other securities | — | — | $86K | 0.7% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $80K | 0.7% | |
| Morgan Stanley Inst International Opp Fund ** 935 Nuveen Lifecyle Index 2010 Fund ** 45 Nuveen Lifecyle Index 2020 Fund | Mutual Funds | — | — | $53K | 0.4% | |
| Nuveen Lifecyle Index 2065 Fund | Mutual Funds | — | — | $41K | 0.3% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $22K | 0.2% | |
| Putnam Global Technology Fund | Mutual Funds | — | — | $22K | 0.2% | |
| BlackRock Health Sciences Opps Instl Fund | Other securities | — | — | $9K | <0.1% | |
| Vanguard Utilities Index Admiral Fund | Mutual Funds | — | — | $2K | <0.1% | |
| BNY Mellon Natural Resources Fund | Other securities | — | — | $2K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
