TARA Evans signed Aero TEST Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aero TEST Group's EIN is 38-1894836.
Download the official 2024 Form 5500 (PDF) for Aero TEST Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aero TEST Group'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.1M | 12.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.7M | 11.1% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $1.8M | 7.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.8M | 7.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.6M | 6.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.3M | 5.2% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $1.2M | 4.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 4.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 4.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $979K | 4.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $742K | 3.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $650K | 2.6% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $593K | 2.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $564K | 2.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $507K | 2.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $486K | 2.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $419K | 1.7% | |
| VOYA STRAT INC OPPR6 | Registered Investment Companies | — | — | $349K | 1.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $304K | 1.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $298K | 1.2% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $296K | 1.2% | |
| TCW METWEST TOTAL RET BOND I | Registered Investment Companies | — | — | $295K | 1.2% | |
| PRINCIPAL HI YLD INSTL | Registered Investment Companies | — | — | $271K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $248K | 1.0% | |
| GLENMEDE DISC U.S. GROWTH EQ A | Registered Investment Companies | — | — | $237K | 1.0% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $190K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $185K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $184K | 0.7% | |
| DWS S&P 500 INDEX FUND-A | Registered Investment Companies | — | — | $166K | 0.7% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $163K | 0.7% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $148K | 0.6% | |
| PGIM JENN HEALTH SCIENCES A | Registered Investment Companies | — | — | $147K | 0.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $126K | 0.5% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $77K | 0.3% | |
| PGIM GLOBAL REAL ESTATE - Z | Registered Investment Companies | — | — | $72K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $67K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-0987232 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $24K |
| — |
| SECURITIES AMERICA, INC. | 11-2551174 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
| ERISA FIDUCIARY SERVICES INC. | 47-1637791 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |