LISA Johnson signed Aerostar International, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aerostar International, LLC's EIN is 46-0389205.
Download the official 2024 Form 5500 (PDF) for Aerostar International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aerostar International, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $32K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| MFS | Mutual Funds | — | — | $5.6M | 15.2% | |
| Fidelity | Mutual Funds | — | — | $4.8M | 13.0% | |
| Fidelity | Mutual Funds | — | — | $3.4M | 9.3% | |
| Fidelity | Mutual Funds | — | — | $3.0M | 8.1% | |
| Fidelity | Mutual Funds | — | — | $2.3M | 6.2% | |
| Fidelity | Mutual Funds | — | — | $2.1M | 5.7% | |
| Fidelity | Mutual Funds | — | — | $1.9M | 5.2% | |
| Janus Henderson | Mutual Funds | — | — | $1.4M | 3.8% | |
| Fidelity | Mutual Funds | — | — | $1.3M | 3.5% | |
| Fidelity | Mutual Funds | — | — | $1.3M | 3.5% | |
| Fidelity | Mutual Funds | — | — | $1.0M | 2.7% | |
| Fidelity | Mutual Funds | — | — | $992K | 2.7% | |
| MFS | Mutual Funds | — | — | $919K | 2.5% | |
| JP Morgan | Other securities | — | — | $873K | 2.4% | |
| Victory | Other securities | — | — | $848K | 2.3% | |
| Fidelity | Mutual Funds | — | — | $777K | 2.1% | |
| Fidelity | Mutual Funds | — | — | $726K | 2.0% | |
| Baird | Other securities | — | — | $528K | 1.4% | |
| Fidelity | Mutual Funds | — | — | $469K | 1.3% | |
| Federated Hermes | Other securities | — | — | $419K | 1.1% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $419K | 1.1% | |
| American Standard | Other securities | — | — | $404K | 1.1% | |
| Various | Other securities | — | — | $352K | 1.0% | |
| Fidelity | Mutual Funds | — | — | $352K | 1.0% | |
| Fidelity | Mutual Funds | — | — | $327K | 0.9% | |
| BlackRock | Other securities | — | — | $175K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $168K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $148K | 0.4% | |
| Participants | Other securities | — | — | $107K | 0.3% | |
| Pimco | Mutual Funds | — | — | $63K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $60K | 0.2% | |
| Principal | Other securities | — | — | $3K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $547 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $6K |
| — |
