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Original filing (PDF)20250729141808NAL0004065472001
WISK AERO LLC
Form 5500
FILING_RECEIVED
WISK AERO LLC 401K PLAN
401(k) retirement plan
Active participants
524
Accounts w/ balance
625
Plan assets (EOY)
$81.5M
Net assets (EOY)
$81.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISK AERO LLC.
Plan sponsor
Name
WISK AERO LLC
EIN
83-4654304
Address
2700 BRODERICK WAY · MOUNTAIN VIEW, CA · 94043
Phone
(650) 449-6575
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $40K | — |
Investments
30 direct securities · 3 pooled funds· $81.5M(100% of reported assets)
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.
Uncategorized
$78.5M
30 holdings
Common Collective Trust
$3.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $18.7M | 22.9% | |
| Fidelity Freedom 2045 Fund Mutual fund | — | — | — | $9.1M | 11.2% | |
| Fidelity Freedom 2055 Fund Mutual fund | — | — | — | $7.8M | 9.6% | |
| Fidelity Freedom 2050 Fund Mutual fund | — | — | — | $7.7M | 9.5% | |
| Fidelity Freedom 2040 Fund Mutual fund | — | — | — | $5.8M | 7.1% | |
| Fidelity Freedom 2060 Fund Mutual fund | — | — | — | $3.4M | 4.2% | |
| BrokerageLink Self-directed brokerage account | — | — | — | $3.4M | 4.1% | |
| JPM Large Cap Grow th Mutual fund | — | — | — | $3.0M | 3.7% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $2.8M | 3.4% | |
| Fidelity Freedom 2035 Fund Mutual fund | — | — | — | $2.4M | 2.9% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $1.9M | 2.4% | |
| Fidelity Government Money Market Fund Mutual fund ** 286 * Fidelity International Index Fund Mutual fund | — | — | — | $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 | — | — | — | $1.6M | 1.9% | |
| Fidelity Freedom 2025 Fund Mutual fund | — | — | — | $1.4M | 1.7% | |
| Fidelity Freedom 2030 Fund Mutual fund | — | — | — | $1.4M | 1.7% | |
| JPMorgan US Small Company Fund Mutual fund | — | — | — | $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 | — | — | — | $892K | 1.1% | |
| maturing through December 2033 - | — | — | — | $754K | 0.9% | |
| Principal Real Estate Securites Fund Mutual fund | — | — | — | $681K | 0.8% | |
| Fidelity Freedom 2065 Fund Mutual fund | — | — | — | $607K | 0.7% | |
| Fidelity US Bond Index Fund Mutual fund | — | — | — | $586K | 0.7% | |
| Party-in- Borrower, Lessor, or Rate of Interest, Collateral, (d) Current Interest Similar Party Par, or Maturity Value Cost Value American Funds EuroPacific Grow th Fund Mutual fund | — | — | — | $499K | 0.6% | |
| Pimco Income Institutional Mutual fund | — | — | — | $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 | — | — | — | $235K | 0.3% | |
| Fidelity Freedom 2020 Fund Mutual fund | — | — | — | $203K | 0.2% | |
| Fidelity Freedom 2015 Fund Mutual fund | — | — | — | $166K | 0.2% | |
| BlackRock Total Return Fund Mutual fund | — | — | — | $109K | 0.1% | |
| Victory Trivalent International Small Cap Fund Mutual fund | — | — | — | $45K | <0.1% | |
| BlackRock Strategic Global Bond Fund Mutual fund | — | — | — | $32K | <0.1% | |
| Fidelity Freedom Inc Fund Mutual fund | — | — | — | $16K | <0.1% |
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