Brittany Broxterman signed Executive Flight Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Executive Flight Services, LLC's EIN is 45-0486386.
Download the official 2024 Form 5500 (PDF) for Executive Flight Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Executive Flight Services, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $64K | — |
| STRATEGIC ADVISORS, INC. |
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 Mutual fund | Common Collective Trusts | — | — | $5.8M | 15.3% | |
| Blackrock LP Index 2035 Mutual fund | Other securities | — | — | $5.0M | 13.3% | |
| Blackrock LP Index 2030 Mutual fund | Other securities | — | — | $4.8M | 12.7% | |
| Blackrock LP Index Retirement Mutual fund | Other securities | — | — | $4.5M | 11.9% | |
| Blackrock LP Index 2045 Mutual fund | Other securities | — | — | $2.7M | 7.0% | |
| Blackrock LP Index 2040 Mutual fund | Other securities | — | — | $2.5M | 6.6% | |
| Blackrock LP Index 2050 Mutual fund | Other securities | — | — | $2.4M | 6.3% | |
| Blackrock LP Index 2055 Mutual fund | Other securities | — | — | $1.7M | 4.5% | |
| Blackrock LP Index 2060 Mutual fund | Other securities | — | — | $1.2M | 3.2% | |
| Galliard Stable Return Common collective trust | Common Collective Trusts | — | — | $1.0M | 2.6% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.6% | |
| JPM Large Cap Growth Mutual fund | Other securities | — | — | $1.0M | 2.6% | |
| Fidelity Total International Index Mutual fund | Mutual Funds | — | — | $885K | 2.3% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $790K | 2.1% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $685K | 1.8% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $652K | 1.7% | |
| Notes Receviable from Participants Various participants; interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $587K | 1.5% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $543K | 1.4% | |
| MFS Mid Cap Value Common collective trust | Common Collective Trusts | — | — | $373K | 1.0% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $366K | 1.0% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $301K | 0.8% | |
| Blackrock LP Index 2065 Mutual fund | Other securities | — | — | $301K | 0.8% | |
| MFS Large Cap Value Common collective trust | Common Collective Trusts | — | — | $280K | 0.7% | |
| PIF Small Cap Value Mutual fund | Other securities | — | — | $154K | 0.4% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $46K | 0.1% | |
| MM SM CAP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $27K | <0.1% | |
| Fidelity Money Market Fund Money market fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
