Alecia Knight signed Unifi Aviation, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unifi Aviation, LLC's EIN is 58-2198841.
Download the official 2024 Form 5500 (PDF) for Unifi Aviation, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unifi Aviation, LLC's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $329K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual Fund | Mutual Funds | — | — | $20.9M | 17.3% | |
| Fidelity Freedom 2030 Fund Mutual Fund | Mutual Funds | — | — | $15.8M | 13.0% | |
| FID FRDM 2030 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $15.8M | 13.0% | |
| Fidelity Freedom 2040 Fund Mutual Fund | Mutual Funds | — | — | $14.9M | 12.3% | |
| FID FRDM 2040 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $14.9M | 12.3% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $12.6M | 10.4% | |
| Fidelity Freedom 2050 Fund Mutual Fund | Mutual Funds | — | — | $10.9M | 9.0% | |
| FID FRDM 2050 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $10.9M | 9.0% | |
| Fidelity Freedom 2020 Fund Mutual Fund | Mutual Funds | — | — | $6.4M | 5.3% | |
| FID FRDM 2020 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $6.4M | 5.3% | |
| Fidelity Freedom 2035 Fund Mutual Fund | Mutual Funds | — | — | $5.5M | 4.6% | |
| FID FRDM 2035 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $5.5M | 4.6% | |
| Fidelity Freedom 2060 Fund Mutual Fund | Mutual Funds | — | — | $5.0M | 4.1% | |
| FID FRDM 2060 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $5.0M | 4.1% | |
| Participant Loans Interest rate ranging from 9% to 9.5% | Bonds / Notes | — | — | $4.9M | 4.1% | |
| Fidelity Freedom 2045 Fund Mutual Fund | Mutual Funds | — | — | $4.1M | 3.4% | |
| FID FRDM 2045 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $4.1M | 3.4% | |
| Fidelity Freedom 2055 Fund Mutual Fund | Mutual Funds | — | — | $3.2M | 2.7% | |
| FID FRDM 2055 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $3.2M | 2.7% | |
| Fidelity Freedom 2065 Fund Mutual Fund | Mutual Funds | — | — | $2.5M | 2.1% | |
| FID FRDM 2065 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $2.5M | 2.1% | |
| Fidelity Retirement Money Market Portfolio Fund Money Market Fund | Mutual Funds | — | — | $2.5M | 2.1% | |
| Fidelity Freedom 2025 Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 1.9% | |
| FID FRDM 2025 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $2.3M | 1.9% | |
| Fidelity Diversified International K6 Mutual Fund | Mutual Funds | — | — | $1.6M | 1.4% | |
| Fidelity Freedom 2010 Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 1.1% | |
| FID FRDM 2010 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $1.3M | 1.1% | |
| Fidelity Intermediate Bond Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 1.0% | |
| Fidelity Equity Income Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.1M | 0.9% | |
| Fidelity Freedom CP B Mutual Fund | Mutual Funds | — | — | $764K | 0.6% | |
| FID FRDM INC CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $764K | 0.6% | |
| Fidelity Short Term Bond Fund Mutual Fund | Mutual Funds | — | — | $577K | 0.5% | |
| Fidelity Freedom 2015 Fund Mutual Fund | Mutual Funds | — | — | $278K | 0.2% | |
| FID FRDM 2015 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $278K | 0.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $228K | 0.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $216K | 0.2% | |
| MFS Mid Cap Growth R4 Mutual Fund | Mutual Funds | — | — | $195K | 0.2% | |
| JHancock Disciplined Value Mid Cap R4 Mutual Fund | Other securities | — | — | $167K | 0.1% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $154K | 0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $145K | 0.1% | |
| MGL SMCP VAL R6 Mutual Fund | Other securities | — | — | $115K | <0.1% | |
| PIMCO Income Inst Mutual Fund | Mutual Funds | — | — | $79K | <0.1% | |
| PIF SMCP Growth I R6 Mutual Fund | Other securities | — | — | $38K | <0.1% | |
| PIM All Asset Inst Mutual Fund | Other securities | — | — | $26K | <0.1% | |
| GS Emerging Markets Equity Insights Fund Mutual Fund | Other securities | — | — | $25K | <0.1% | |
| Victory Trivalent International Small Cap Y Mutual Fund | Other securities | — | — | $17K | <0.1% | |
| FIDELITY FREEDOM 2070 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 209 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
