Heather Vertrees signed Standardaero Business Aviation Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Standardaero Business Aviation Services, Inc.'s EIN is 52-1956503.
Download the official 2024 Form 5500 (PDF) for Standardaero Business Aviation Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Standardaero Business Aviation Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | 38-2722519 | — | CONSULTANT | $33K | — |
| CBIZ CPAS P.C. |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET SP 500 INDEX NON LENDI STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 085 | Common Collective Trust | — | — | $84.5M | 23.2% | |
| Federated Total Return Fund | Other securities | — | — | $53.2M | 14.6% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $42.8M | 11.8% | |
| ISHARES MSCI EAFE INTRNL INSTL MUTUAL FUNDS | Other securities | — | $35.4M | $37.4M | 10.3% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $19.9M | 5.5% | |
| MFS Mass Investors Growth Stock | Mutual Funds | — | — | $14.7M | 4.0% | |
| T Rowe Price International Disciplined Equity Fund | Mutual Funds | — | — | $14.5M | 4.0% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $13.3M | 3.6% | |
| Principal Equity Income Fund | Other securities | — | — | $12.1M | 3.3% | |
| Pioneer Bond Fund | Other securities | — | — | $11.0M | 3.0% | |
| Voya Mid Cap Opportunities Fund | Other securities | — | — | $10.1M | 2.8% | |
| JP Morgan Small Cap Growth Fund | Other securities | — | — | $8.9M | 2.4% | |
| Columbia Select Mid Cap Value Fund | Other securities | — | — | $7.7M | 2.1% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $7.2M | 2.0% | |
| Victory Small Company Opportunity Fund | Common Stocks | — | — | $5.8M | 1.6% | |
| General Electric Company Common Stock | Common Stocks | — | — | $369K | 0.1% | |
| GE Vernova LLC Common Stock | Common Stocks | — | — | $181K | <0.1% | |
| GE HealthCare Technologies Inc. Common Stock | Common Stocks | — | — | $57K | <0.1% | |
| Merrill Lynch Bank Deposit Program | Other securities | — | — | $38K | <0.1% | |
| MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | Other securities | — | $36K | $36K | <0.1% | |
| Wabtec Corporation Common Stock | Common Stocks | — | — | $18K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $2K | $2K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LOS ANGELES, CA |
| CONSULTANT |
| $20K |
| — |
