Kittie Wachholder-Bessette signed Align Aerospace LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Align Aerospace LLC's EIN is 45-2477477.
Download the official 2024 Form 5500 (PDF) for Align Aerospace LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Align Aerospace LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| OTC Portfolio Fund | Other securities | — | — | $1.9M | 14.9% | |
| Freedom 2035 Fund K | Other securities | — | — | $1.5M | 11.5% | |
| Freedom 2040 Fund K | Other securities | — | — | $1.3M | 10.1% | |
| Freedom 2020 Fund K | Other securities | — | — | $935K | 7.4% | |
| 500 Index Fund | Common Collective Trusts | — | — | $865K | 6.8% | |
| Freedom 2030 Fund K | Other securities | — | — | $838K | 6.6% | |
| Freedom 2025 Fund K | Other securities | — | — | $761K | 6.0% | |
| Balanced Fund | Other securities | — | — | $572K | 4.5% | |
| Large Cap Stock Fund | Other securities | — | — | $496K | 3.9% | |
| Fidelity: * Money Market Fund Government Money Market Fund | Mutual Funds | — | — | $472K | 3.7% | |
| Freedom 2045 Fund K | Other securities | — | — | $306K | 2.4% | |
| Freedom 2050 Fund K | Other securities | — | — | $295K | 2.3% | |
| maturing through 2033 | Other securities | — | — | $276K | 2.2% | |
| Intermediate Bond Fund | Mutual Funds | — | — | $266K | 2.1% | |
| U.S. Bond Index Fund | Common Collective Trusts | — | — | $210K | 1.7% | |
| International Index Fund | Common Collective Trusts | — | — | $202K | 1.6% | |
| Franklin Small Cap Growth Fund | Mutual Funds | — | — | $187K | 1.5% | |
| Freedom 2065 Fund K | Other securities | — | — | $180K | 1.4% | |
| American Beacon Large Cap Value Fund | Other securities | — | — | $177K | 1.4% | |
| Freedom 2055 Fund K | Other securities | — | — | $155K | 1.2% | |
| Low Priced Stock Fund | Other securities | — | — | $151K | 1.2% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $150K | 1.2% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $146K | 1.2% | |
| Hartford International Opportunities HLS Fund | Other securities | — | — | $107K | 0.8% | |
| Victory RS Partners Fund | Other securities | — | — | $80K | 0.6% | |
| BNY Mellon Opportunistic Midcap Value Fund | Other securities | — | — | $54K | 0.4% | |
| Freedom 2060 Fund K | Other securities | — | — | $53K | 0.4% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $26K | 0.2% | |
| Inflation-Prot Bd Index | Other securities | — | — | $21K | 0.2% | |
| Freedom 2010 Fund K | Other securities | — | — | $18K | 0.1% | |
| Freedom Income Fund K | Other securities | — | — | $6K | <0.1% | |
| Investment Fund | Real Estate | — | — | $2K | <0.1% | |
| Freedom 2015 Fund K | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
