Gregg Garvey signed Air Wisconsin Airlines LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Air Wisconsin Airlines LLC's EIN is 39-1767281.
Download the official 2024 Form 5500 (PDF) for Air Wisconsin Airlines LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Air Wisconsin Airlines LLC'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | NONE | $56K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 500 Index N/R | Common Collective Trusts | — | — | $10.1M | 17.1% | |
| LARGE CAP GROWTH FUND IV CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $7.1M | 12.1% | |
| Vanguard Mid Cap Index N/R | Mutual Funds | — | — | $4.1M | 6.9% | |
| PUTNAM STABLE FUND CIT GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.6M | 6.1% | |
| Dodge and Cox Stock Fund N/R | Mutual Funds | — | — | $3.5M | 5.9% | |
| DFA US Small Cap Value Portfolio N/R | Mutual Funds | — | — | $2.8M | 4.7% | |
| Dodge and Cox International Stock Fund N/R | Mutual Funds | — | — | $2.3M | 3.8% | |
| Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $2.2M | 3.7% | |
| Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $2.1M | 3.6% | |
| Dodge and Cox Income Fund N/R | Mutual Funds | — | — | $2.0M | 3.4% | |
| Wasatch Small Cap Growth Fund N/R | Other securities | — | — | $1.8M | 3.0% | |
| Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $1.8M | 3.0% | |
| GR GRAY EUROPACIFIC GR TR I1 Common Collective Trust Fund | Common Collective Trusts | — | — | $1.7M | 2.9% | |
| WILMINGTON TR EUROPACGTTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.7M | 2.9% | |
| Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $1.5M | 2.6% | |
| DFA Emerging Markets N/R | Mutual Funds | — | — | $1.5M | 2.5% | |
| Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $1.4M | 2.4% | |
| Pioneer Strategic Income Fund N/R | Other securities | — | — | $1.3M | 2.1% | |
| Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $1.2M | 2.0% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1.1M | 1.8% | |
| Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $941K | 1.6% | |
| Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $910K | 1.5% | |
| Vanguard Inflation Protected N/R | Mutual Funds | — | — | $751K | 1.3% | |
| Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $715K | 1.2% | |
| Mutal Funds DFA International SM Company N/R | Mutual Funds | — | — | $632K | 1.1% | |
| Vanguard Real Estate Index N/R | Mutual Funds | — | — | $528K | 0.9% | |
| Participant Loans Interest rates: 5.00% - 10.50% $0 | Bonds / Notes | — | — | $391K | 0.7% | |
| DFA International Small Company N/R | Mutual Funds | — | — | $372K | 0.6% | |
| Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $291K | 0.5% | |
| Vanguard Target Retirement Income N/R | Mutual Funds | — | — | $196K | 0.3% | |
| Self-Directed Brokerage Accounts N/R | Self-Directed Brokerage | — | — | $62K | 0.1% | |
| Vanguard Target Retirement 2070 N/R | Mutual Funds | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
