Christopher Mounts signed AVI Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AVI Systems, Inc.'s EIN is 45-0321251.
Download the official 2024 Form 5500 (PDF) for AVI Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AVI Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $244K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | NONE | $28K | — |
| INTELLICENTS INVESTMENT SOLUTIONS |
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 | |||||
|---|---|---|---|---|---|---|
| AVI Systems, Inc. * Common Stock- Allocated Shares | Common Stocks | — | $8.9M | $207.8M | 52.0% | |
| AVI Systems, Inc. * Common Stock- Unallocated Shares | Common Stocks | — | $22.1M | $77.7M | 19.4% | |
| Intellicents Moderately Aggressive CIF * Alternative Investment | Common Collective Trusts | — | $22.2M | $27.0M | 6.8% | |
| Intellicents Moderate CIF * Alternative Investment | Common Collective Trusts | — | $10.8M | $12.9M | 3.2% | |
| Vanguard Growth Index ADM Mutual Fund | Mutual Funds | — | $6.7M | $11.5M | 2.9% | |
| WELLS FARGO STABLE VALUE FUND C WELLS FARGO BANK N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $9.9M | 2.5% | |
| Galliard Stable Return FD CL C Common Collective Trust Fund | Common Collective Trusts | — | $9.7M | $9.9M | 2.5% | |
| Intellicents Aggressive CIF * Alternative Investment | Common Collective Trusts | — | $5.3M | $6.6M | 1.6% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | $4.5M | $6.0M | 1.5% | |
| Intellicents Moderately Conservative CIT * Alternative Investment | Common Collective Trusts | — | $4.7M | $5.5M | 1.4% | |
| Vanguard Mid Cap Growth Index ADM Mutual Fund | Mutual Funds | — | $2.1M | $2.7M | 0.7% | |
| Vanguard Value Index ADM Fund #506 Mutual Fund | Mutual Funds | — | $2.0M | $2.5M | 0.6% | |
| American Century One Choice 2055 III Mutual Fund | Other securities | — | $2.1M | $2.4M | 0.6% | |
| American Century One Choice 2055 III Mutual Fund | Other securities | — | $1.8M | $2.1M | 0.5% | |
| MFS Intl Diversified Income R6 Mutual Fund | Mutual Funds | — | $2.0M | $2.1M | 0.5% | |
| American Century One Choice 2055 III Mutual Fund | Other securities | — | $1.8M | $2.1M | 0.5% | |
| Intellicents Conservative CIF * Alternative Investment | Common Collective Trusts | — | $1.7M | $1.8M | 0.5% | |
| T. Rowe Price New Horizons #42 Mutual Fund | Other securities | — | $1.9M | $1.8M | 0.5% | |
| American Century One Choice 2055 III Mutual Fund | Other securities | — | $1.5M | $1.8M | 0.5% | |
| American Funds Income Fund of America R6 (2606) Mutual Fund | Mutual Funds | — | $1.6M | $1.6M | 0.4% | |
| Notes receivable from participants * Various maturity dates through 2033; interest rates from 4.25% to 9.5% | Bonds / Notes | — | $1.4M | $1.4M | 0.4% | |
| American Century One Choice 2055 III Mutual Fund | Other securities | — | $1.2M | $1.4M | 0.3% | |
| Vanguard Index Trust Mid Cap Index Fund ADM Mutual Fund | Common Collective Trusts | — | $1.0M | $1.2M | 0.3% | |
| Baird Core Plus Bond Inst Mutual Fund | Other securities | — | $1.2M | $1.2M | 0.3% | |
| Alliance Bernstein Small Cap Value FundII Fee CL R1 Mutual Fund | Other securities | — | $816K | $971K | 0.2% | |
| Vanguard Mid Cap Value Index ADM Mutual Fund | Mutual Funds | — | $734K | $838K | 0.2% | |
| Vanguard Small Cap Index ADM Fund #548 Mutual Fund | Mutual Funds | — | $611K | $778K | 0.2% | |
| Blackrock Total Return Bond Fd Cl 6 Mutual Fund | Other securities | — | $720K | $762K | 0.2% | |
| American Century One Choise In Ret III Mutual Fund | Other securities | — | $406K | $467K | 0.1% | |
| American Century One Choice 2055 III Mutual Fund | Other securities | — | $369K | $413K | 0.1% | |
| PIMCO Income Fund Istl Mutual Fund | Mutual Funds | — | $316K | $312K | <0.1% | |
| Dimensional Inflation-Protected Securities Mutual Fund | Mutual Funds | — | $265K | $255K | <0.1% | |
| American Century One Choice 2055 III Mutual Fund | Other securities | — | $212K | $247K | <0.1% | |
| American Century One Choice 2055 III Mutual Fund | Other securities | — | $224K | $243K | <0.1% | |
| American Century World Emerging Mkt R6 Mutual Fund | Other securities | — | $231K | $232K | <0.1% | |
| Cohen & Steers Realty Shs Realty Shares Mutual Fund | Common Stocks | — | $75K | $78K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-1812533 |
| — |
| NONE |
| $20K |
| — |
| SUMMIT FIDUCIARY GROUP, LLC | 92-3858998 | — | NONE | $8K | — |
