Kelley Griffith signed EPPS Air Service, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EPPS Air Service, LLC's EIN is 58-0903303.
Download the official 2023 Form 5500 (PDF) for EPPS Air Service, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)EPPS Air Service, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARISTA ADVISORY GROUP | 82-4140558 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Alliance Bernstein AB Large Cap Growth Fund | Mutual Funds | — | — | $5.1M | 14.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.9M | 11.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $3.7M | 10.5% | |
| BlackRock Equity Dividend Fund | Other securities | — | — | $3.2M | 9.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.0M | 5.6% | |
| Fully benefit responsive investment contracts * Principal Fixed Income Guaranteed Option | Other securities | — | — | $2.0M | 5.6% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $1.8M | 5.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 4.6% | |
| Goldman Sachs Goldman Sachs International Equity | Other securities | — | — | $1.6M | 4.4% | |
| Insights Fund Metropolitan Life Metropolitan West Total Return Bond Fund | Other securities | — | — | $1.5M | 4.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.4M | 3.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.3M | 3.7% | |
| Fund Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.3M | 3.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.2M | 3.4% | |
| Fidelity Investments Fidelity Stock Selector Small Cap Fund | Mutual Funds | — | — | $1.1M | 3.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $904K | 2.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $509K | 1.4% | |
| Notes Receivable from Participants * Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $359K | 1.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $341K | 1.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $170K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $133K | 0.4% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $91K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $70K | 0.2% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $56K | 0.2% | |
| Investments American Funds American Funds Inflation Linked Bond ** 127 Fund American Funds American US Government Securities Fund | Mutual Funds | — | — | $47K | 0.1% | |
| Insurance Company TIAA TIAA-CREF Real Estate Securities Fund | Mutual Funds | — | — | $35K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $21K | <0.1% | |
| American Century American Century Emerging Markets Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
