Zach Costlow signed Air Methods LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Air Methods LLC's EIN is 84-0915893.
Download the official 2024 Form 5500 (PDF) for Air Methods LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Air Methods LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $408K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Contra Fund Pooled | Mutual Funds | — | — | $83.9M | 13.2% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $83.9M | 13.2% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $82.9M | 13.1% | |
| s * Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $45.1M | 7.1% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $40.5M | 6.4% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $39.4M | 6.2% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $34.7M | 5.5% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $32.9M | 5.2% | |
| Fidelity Extended Market Index Pool Class C | Mutual Funds | — | — | $24.4M | 3.8% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $24.4M | 3.8% | |
| Fidelity Total International Index Pool Class C | Mutual Funds | — | — | $23.5M | 3.7% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $23.5M | 3.7% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $23.4M | 3.7% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $22.7M | 3.6% | |
| Self-Directed Brokerage Account * Various investments | Self-Directed Brokerage | — | — | $21.5M | 3.4% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $20.0M | 3.1% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $17.1M | 2.7% | |
| Fidelity Euro Pacific Growth Fund | Mutual Funds | — | — | $16.9M | 2.7% | |
| Vanguard Equity Income Admin Fund | Mutual Funds | — | — | $16.7M | 2.6% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $16.3M | 2.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $14.9M | 2.4% | |
| Notes Receivable from Participants (Loans) Interest rates ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $9.6M | 1.5% | |
| American Beacon Fidelity Small Cap Value Fund | Mutual Funds | — | — | $9.2M | 1.5% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $9.1M | 1.4% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $7.2M | 1.1% | |
| Oakmark Equity & Income Fund | Other securities | — | — | $5.1M | 0.8% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $5.0M | 0.8% | |
| Cohen & Steers Realty Fund | Other securities | — | — | $3.6M | 0.6% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $1.9M | 0.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $1.7M | 0.3% | |
| Hotchkis & Wiley High Yield Fund | Other securities | — | — | $1.7M | 0.3% | |
| DFA Global Real Estate Fund | Mutual Funds | — | — | $923K | 0.1% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $862K | 0.1% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $739K | 0.1% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $417K | <0.1% | |
| Fidelity International Bond Index Fund | Common Collective Trusts | — | — | $40K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
