LISA Knight signed Aero Operating LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aero Operating LLC's EIN is 82-3609863.
Download the official 2024 Form 5500 (PDF) for Aero Operating LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aero Operating 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $109K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 48-1305000 |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.8M | 11.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 5.6% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $1.4M | 5.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 4.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 4.7% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $1.1M | 4.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 4.6% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $1.0M | 4.3% | |
| HARBOR CAPITAL APPREC-INST | Registered Investment Companies | — | — | $1.0M | 4.2% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $1.0M | 4.2% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $1.0M | 4.1% | |
| INVESCO INTL DIVERS R6 | Registered Investment Companies | — | — | $996K | 4.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $950K | 3.9% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $861K | 3.5% | |
| PRINCIPAL MC S&P 400 IDX I | Registered Investment Companies | — | — | $774K | 3.2% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $718K | 2.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $690K | 2.8% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $626K | 2.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $605K | 2.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $506K | 2.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $462K | 1.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $399K | 1.6% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $392K | 1.6% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $333K | 1.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $155K | 0.6% | |
| COLUMBIA CONTRARIAN CORE - I3 | Registered Investment Companies | — | — | $107K | 0.4% | |
| PUT DYNAMIC ASSET ALLOC GR R6 | Registered Investment Companies | — | — | $54K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $54K |
| — |
