Tyler Painter signed WISK Aero LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WISK Aero LLC's EIN is 83-4654304.
Download the official 2024 Form 5500 (PDF) for WISK Aero LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WISK Aero LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $40K | — |
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 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $18.7M | 22.9% | |
| Fidelity Freedom 2045 Fund Mutual fund | Mutual Funds | — | — | $9.1M | 11.2% | |
| Fidelity Freedom 2055 Fund Mutual fund | Mutual Funds | — | — | $7.8M | 9.6% | |
| Fidelity Freedom 2050 Fund Mutual fund | Mutual Funds | — | — | $7.7M | 9.5% | |
| Fidelity Freedom 2040 Fund Mutual fund | Mutual Funds | — | — | $5.8M | 7.1% | |
| Fidelity Freedom 2060 Fund Mutual fund | Mutual Funds | — | — | $3.4M | 4.2% | |
| BrokerageLink Self-directed brokerage account | Self-Directed Brokerage | — | — | $3.4M | 4.1% | |
| JPM Large Cap Grow th Mutual fund | Other securities | — | — | $3.0M | 3.7% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $2.8M | 3.4% | |
| Fidelity Freedom 2035 Fund Mutual fund | Mutual Funds | — | — | $2.4M | 2.9% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $1.9M | 2.4% | |
| Fidelity Government Money Market Fund Mutual fund ** 286 * Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $1.7M | 2.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual fund | Common Collective Trusts | — | — | $1.6M | 1.9% | |
| Fidelity Freedom 2025 Fund Mutual fund | Mutual Funds | — | — | $1.4M | 1.7% | |
| Fidelity Freedom 2030 Fund Mutual fund | Mutual Funds | — | — | $1.4M | 1.7% | |
| JPMorgan US Small Company Fund Mutual fund | Common Stocks | — | — | $1.3M | 1.6% | |
| COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $978K | 1.2% | |
| BlackRock Mid-Cap Grow th Equity Portfolio Fund Mutual fund | Other securities | — | — | $892K | 1.1% | |
| maturing through December 2033 - | Other securities | — | — | $754K | 0.9% | |
| Principal Real Estate Securites Fund Mutual fund | Other securities | — | — | $681K | 0.8% | |
| Fidelity Freedom 2065 Fund Mutual fund | Mutual Funds | — | — | $607K | 0.7% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $586K | 0.7% | |
| Pimco Income Institutional Mutual fund | Mutual Funds | — | — | $417K | 0.5% | |
| MFS MID CAP VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $408K | 0.5% | |
| Fidelity Focus Emerging Market Fund Mutual fund | Mutual Funds | — | — | $235K | 0.3% | |
| Fidelity Freedom 2020 Fund Mutual fund | Mutual Funds | — | — | $203K | 0.2% | |
| Fidelity Freedom 2015 Fund Mutual fund | Mutual Funds | — | — | $166K | 0.2% | |
| BlackRock Total Return Fund Mutual fund | Other securities | — | — | $109K | 0.1% | |
| Victory Trivalent International Small Cap Fund Mutual fund | Other securities | — | — | $45K | <0.1% | |
| BlackRock Strategic Global Bond Fund Mutual fund | Other securities | — | — | $32K | <0.1% | |
| Fidelity Freedom Inc Fund Mutual fund | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
