Jeanne Edler signed Envoy Air Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Envoy Air Inc.'s EIN is 38-2036404.
Download the official 2024 Form 5500 (PDF) for Envoy Air Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Envoy Air Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $661K | — |
| EMPOWER ANNUITY INS. CO. OF AMERICA | 84-0467907 | — | NONE | $628K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | — | NONE | $967 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY | Mutual Funds | — | — | $103.6M | 13.9% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $58.5M | 7.9% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $49.3M | 6.6% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $49.0M | 6.6% | |
| JPMCB SMARTRETIREMENT DRE 2030 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $49.0M | 6.6% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $43.6M | 5.9% | |
| ELARGE CAP GROWTH JPMORGAN INVESTME EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $40.7M | 5.5% | |
| The Vanguard Group, Inc. | Mutual Funds | — | — | $36.4M | 4.9% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $33.1M | 4.5% | |
| JPMCB SMARTRETIREMENT DRE 2025 CF JPMORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $33.1M | 4.5% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $30.3M | 4.1% | |
| JPMCB SMARTRETIREMENT DRE 2035 CF JPMORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $30.3M | 4.1% | |
| American Airlines Federal Credit Union | Other securities | — | — | $29.7M | 4.0% | |
| Wilmington Trust | Other securities | — | — | $25.9M | 3.5% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $25.9M | 3.5% | |
| CORE BOND I1 WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $25.8M | 3.5% | |
| Wilmington Trust | Other securities | — | — | $25.8M | 3.5% | |
| T. Rowe Price Associates Inc. | Common Stocks | — | — | $25.3M | 3.4% | |
| JPMCB SMARTRETIREMENT DRE 2040 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $24.2M | 3.3% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $24.2M | 3.3% | |
| Notes receivable from participants | Other securities | — | — | $23.0M | 3.1% | |
| T. Rowe Price Associates Inc. | Common Stocks | — | — | $22.4M | 3.0% | |
| Wilmington Trust | Other securities | — | — | $21.6M | 2.9% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $21.5M | 2.9% | |
| STABLE VALUE FUND FEE CLASS I1 GREAT GRAY TRSUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $18.5M | 2.5% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $15.8M | 2.1% | |
| JPMCB SMARTRETIREMENT DRE 2045 CF JPMORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $15.8M | 2.1% | |
| JPMCB SMARTRETIREMENT DRE 2020 CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $15.6M | 2.1% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $15.6M | 2.1% | |
| Wilmington Trust | Other securities | — | — | $12.9M | 1.7% | |
| MID CAP VALUE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $12.9M | 1.7% | |
| JPMCB SMARTRETIREMENT DRE 2050 CF JPMORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $12.7M | 1.7% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $12.7M | 1.7% | |
| SMALL CAP VALUE FUND II CL I1 WILMINGTON TRUST · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $12.6M | 1.7% | |
| Wilmington Trust | Other securities | — | — | $12.6M | 1.7% | |
| JPMCB SMARTRETIREMENT DRE 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3222115 / PN 001 | Common Collective Trust | — | — | $11.7M | 1.6% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $11.7M | 1.6% | |
| JPMCB SMARTRETIREMENT DRE 2055 CF JPMORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $11.5M | 1.5% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $11.5M | 1.5% | |
| Empower | Other securities | — | — | $11.1M | 1.5% | |
| JPMorgan Chase Bank, N.A. | Other securities | — | — | $8.8M | 1.2% | |
| JPMCB SMARTRETIREMENT DRE INCOME CF JPMORGAN CHASE BANK, N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $8.8M | 1.2% | |
| Wilmington Trust | Other securities | — | — | $4.1M | 0.5% | |
| EMERGING MARKETS FUND CLASS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819689 / PN 672 | Common Collective Trust | — | — | $4.1M | 0.5% | |
| Empower | Other securities | — | — | $2.7M | 0.4% | |
| INVESCO STABLE VALUE TRUST III INVESCO · EIN 84-1142974 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | NONE | $92K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $20K | — |
