Melissa Morgan signed Banyan Air Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Banyan Air Services, Inc.'s EIN is 59-1922446.
Download the official 2024 Form 5500 (PDF) for Banyan Air Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Banyan Air Services, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $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.
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 Management Trust Company Fid 500 Index Pr | Common Collective Trusts | — | — | $3.7M | 19.2% | |
| Fidelity Management Trust Company FID Blue Chip Growth | Mutual Funds | — | — | $2.2M | 11.5% | |
| TRP Retire 2040 R | Other securities | — | — | $1.7M | 9.1% | |
| JP Morgan JPM US Equity A | Other securities | — | — | $1.5M | 8.0% | |
| Fidelity Management Trust Company FA Stable Value | Stable Value | — | — | $1.4M | 7.3% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.3M | 6.8% | |
| AB Small Cap Growth | Other securities | — | — | $1.2M | 6.4% | |
| MFS Mid Cap Growth | Mutual Funds | — | — | $1.0M | 5.2% | |
| TRP Retire 2045 R | Other securities | — | — | $740K | 3.8% | |
| TRP Retire 2030 R | Other securities | — | — | $659K | 3.4% | |
| TRP Retire 2050 R | Other securities | — | — | $655K | 3.4% | |
| TRP Retire 2055 R | Other securities | — | — | $623K | 3.2% | |
| TRP Retire 2025 R | Other securities | — | — | $621K | 3.2% | |
| JPM US Value | Other securities | — | — | $547K | 2.8% | |
| TRP Retire 2060 R | Other securities | — | — | $386K | 2.0% | |
| TRP Retire 2035 R | Other securities | — | — | $317K | 1.6% | |
| Participants Loans 5.25% - 10.50% | Bonds / Notes | — | — | $275K | 1.4% | |
| TRP Retire 2020 R | Other securities | — | — | $275K | 1.4% | |
| Fidelity Management Trust Company FA Total Bond A | Mutual Funds | — | — | $255K | 1.3% | |
| AF Europac Growth R4 | Other securities | — | — | $227K | 1.2% | |
| LS Global Alloc A | Other securities | — | — | $184K | 1.0% | |
| JPM US Small Co A | Common Stocks | — | — | $162K | 0.8% | |
| Fidelity Management Trust Company Gov Cash Reserve | Mutual Funds | — | — | $120K | 0.6% | |
| MFS Mid Cap Value R3 | Mutual Funds | — | — | $119K | 0.6% | |
| TRP Retire 2065 R | Other securities | — | — | $103K | 0.5% | |
| AS SPL Small Cap Val | Other securities | — | — | $90K | 0.5% | |
| TRP Retire 2005 R ** 179 TRP Retire 2010 R | Other securities | — | — | $74K | 0.4% | |
| TRP Retire 2015 R | Other securities | — | — | $47K | 0.2% | |
| Fidelity Management Trust Company Fid Global Ex Us Index | Mutual Funds | — | — | $44K | 0.2% |
