Carrie Sorrells signed Airline Tariff Publishing Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Airline Tariff Publishing Co.'s EIN is 52-1015810.
Download the official 2024 Form 5500 (PDF) for Airline Tariff Publishing Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Airline Tariff Publishing Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RETAINED BY CLIENT | $192K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | RETAINED BY CLIENT | $62K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $19.9M | 13.6% | |
| New York Life Guaranteed Investment; interest at 3.066% | Bonds / Notes | — | — | $18.8M | 12.9% | |
| Vanguard U.S. Growth | Mutual Funds | — | — | $10.5M | 7.2% | |
| BlackRock Technology Opportunities | Other securities | — | — | $7.8M | 5.3% | |
| PUTNAM RET ADV 2045 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $7.0M | 4.8% | |
| PUTNAM RET ADV 2050 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $6.7M | 4.6% | |
| Vanguard Equity Income | Mutual Funds | — | — | $6.3M | 4.3% | |
| Self-Directed Brokerage Accounts Corporate Stocks and Mutual Funds ** $ | Self-Directed Brokerage | — | — | $5.9M | 4.0% | |
| PUTNAM RET ADV 2040 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $5.0M | 3.4% | |
| American Funds Balanced R6 | Mutual Funds | — | — | $4.4M | 3.0% | |
| Fidelity International Index | Mutual Funds | — | — | $4.2M | 2.9% | |
| Fidelity Total Bund K6 | Mutual Funds | — | — | $4.1M | 2.8% | |
| John Hancock Disciplined Value MC R6 | Other securities | — | — | $3.5M | 2.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $3.3M | 2.3% | |
| PUTNAM RET ADV 2035 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $3.1M | 2.1% | |
| PUTNAM RET ADV 2055 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $3.0M | 2.1% | |
| AllianceBernstein Small Cap Growth Z | Other securities | — | — | $2.9M | 2.0% | |
| Undiscovered Managers Behavioral Value R6 | Other securities | — | — | $2.7M | 1.9% | |
| PIMCO Real Return | Mutual Funds | — | — | $2.7M | 1.8% | |
| MFS International Equity R6 | Mutual Funds | — | — | $2.7M | 1.8% | |
| BlackRock Mid Cap Growth Equity K | Other securities | — | — | $2.5M | 1.7% | |
| Fidelity Overseas Z | Mutual Funds | — | — | $2.4M | 1.7% | |
| T. Rowe Price Dividend Growth | Other securities | — | — | $2.2M | 1.5% | |
| PUTNAM RET ADV 2030 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $2.1M | 1.4% | |
| AllianceBernstein Global Bond I | Other securities | — | — | $2.0M | 1.4% | |
| PIMCO High Yield | Mutual Funds | — | — | $1.7M | 1.2% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $1.5M | 1.1% | |
| Fidelity Emerging Markets K | Mutual Funds | — | — | $1.4M | 1.0% | |
| PUTNAM RET ADV 2060 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 273 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| PUTNAM RET ADV 2025 CL I CTF PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| Participant Loans Interest rates of 4.75% to 10%, due to March, 2034 — | Bonds / Notes | — | — | $1.0M | 0.7% | |
| PGIM Short Term Corp Bond Z | Common Stocks | — | — | $743K | 0.5% | |
| PUTNAM RET ADV MATURITY X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $643K | 0.4% | |
| Bank of New York Mellon Natural Resources I | Other securities | — | — | $464K | 0.3% | |
| Dimensional Fund Advisors Institutional Small Company Class I | Mutual Funds | — | — | $239K | 0.2% | |
| ENVESTNET WEST AST CORE BD PL RELIANCE TRUST COMPANY · EIN 46-7425989 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
