Karen Todd signed Aegis Aerospace, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aegis Aerospace, Inc.'s EIN is 76-0359573.
Download the official 2024 Form 5500 (PDF) for Aegis Aerospace, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aegis Aerospace, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | -$11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Contrafund Class K 584,644 shares | Mutual Funds | — | — | $12.3M | 17.2% | |
| Fidelity 500 Index Fund - Fidelity Advantage Class 46,757 shares | Common Collective Trusts | — | — | $9.5M | 13.3% | |
| Common Collective Trusts * FIAM Blend Target Date 2030 Commingled Pool Class V 192,293 shares | Common Collective Trusts | — | — | $4.9M | 6.8% | |
| FID FRDM BLND 2030 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $4.9M | 6.8% | |
| Fidelity Extended Market Index Fund Premium Class 47,213 shares | Common Collective Trusts | — | — | $4.3M | 6.0% | |
| Fidelity Balanced K 124,130 shares | Mutual Funds | — | — | $3.7M | 5.1% | |
| FIAM Blend Target Date 2050 Commingled Pool Class V 114,933 shares | Common Collective Trusts | — | — | $3.5M | 4.8% | |
| FID FRDM BLND 2050 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $3.5M | 4.8% | |
| FIAM Blend Target Date 2025 Commingled Pool Class V 128,025 shares | Common Collective Trusts | — | — | $3.1M | 4.4% | |
| FID FRDM BLND 2025 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $3.1M | 4.4% | |
| FIAM Blend Target Date 2040 Commingled Pool Class V 98,437 shares | Common Collective Trusts | — | — | $3.0M | 4.1% | |
| FID FRDM BLND 2040 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $3.0M | 4.1% | |
| PIF Small Cap R6 89,542 shares | Other securities | — | — | $2.5M | 3.5% | |
| Fidelity Overseas Fund - Class K 36,440 shares | Mutual Funds | — | — | $2.3M | 3.2% | |
| FIAM Blend Target Date 2045 Commingled Pool Class V 69,564 shares | Common Collective Trusts | — | — | $2.1M | 3.0% | |
| FID FRDM BLND 2045 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $2.1M | 3.0% | |
| T. Rowe Price Dividend Growth I 26,198 shares | Other securities | — | — | $2.0M | 2.8% | |
| Fidelity Government Money Market Fund 1,801,451 shares | Mutual Funds | — | — | $1.8M | 2.5% | |
| FIAM Blend Target Date 2035 Commingled Pool Class V 61,639 shares | Common Collective Trusts | — | — | $1.8M | 2.5% | |
| FID FRDM BLND 2035 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $1.8M | 2.5% | |
| FIAM Blend Target Date 2020 Commingled Pool Class V 74,640 shares | Common Collective Trusts | — | — | $1.7M | 2.3% | |
| FID FRDM BLND 2020 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $1.7M | 2.3% | |
| FIAM Blend Target Date 2055 Commingled Pool Class V 51,733 shares | Common Collective Trusts | — | — | $1.7M | 2.3% | |
| FID FRDM BLND 2055 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $1.7M | 2.3% | |
| Putnam Large Cap Value Fund Class R6 47,643 shares | Mutual Funds | — | — | $1.6M | 2.3% | |
| FIAM Blend Target Date 2015 Commingled Pool Class V 59,507 shares | Common Collective Trusts | — | — | $1.3M | 1.8% | |
| FID FRDM BLND 2015 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $1.3M | 1.8% | |
| Self-Directed Brokerage Accounts Self-directed brokerage account Various self-directed | Self-Directed Brokerage | — | — | $1.2M | 1.7% | |
| DFA U.S. Sustainability Core 1 Portfolio 25,516 shares | Mutual Funds | — | — | $1.2M | 1.6% | |
| Baird Core Plus Bond Fund Class Institutional 111,277 shares | Other securities | — | — | $1.1M | 1.6% | |
| Fidelity Capital & Income Fund 90,664 shares | Mutual Funds | — | — | $920K | 1.3% | |
| FIAM Blend Target Date 2060 Commingled Pool Class V 41,826 shares | Common Collective Trusts | — | — | $905K | 1.3% | |
| FID FRDM BLND 2060 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $905K | 1.3% | |
| Fidelity Government Income Fund 64,876 shares | Mutual Funds | — | — | $583K | 0.8% | |
| GQG Partners Emerging Markets Equity Fund R6 30,606 shares | Other securities | — | — | $506K | 0.7% | |
| Fidelity Global ex U.S. Index Fund 34,380 shares | Common Collective Trusts | — | — | $496K | 0.7% | |
| dates through 2029 | Other securities | — | — | $486K | 0.7% | |
| Fidelity Intermediate Treasury Bond Index Fund 34,256 shares | U.S. Treasuries | — | — | $324K | 0.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $310K | 0.4% | |
| Managed Income Portfolio Class 2 329,972 shares | Other securities | — | — | $310K | 0.4% | |
| FIAM Blend Target Date 2065 Commingled Pool Class V 15,364 shares | Common Collective Trusts | — | — | $255K | 0.4% | |
| FID FRDM BLND 2065 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $255K | 0.4% | |
| FIAM Blend Target Date 2010 Commingled Pool Class V 10,074 shares | Common Collective Trusts | — | — | $208K | 0.3% | |
| FID FRDM BLND 2010 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $208K | 0.3% | |
| FIAM Blend Target Date Income Commingled Pool Class 11,210 shares | Common Collective Trusts | — | — | $186K | 0.3% | |
| FID FRDM BLEND INC V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $186K | 0.3% | |
| FID FRDM BLND 2005 V FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $21K | — |
