Jason Davis signed Alliance Aviation Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alliance Aviation Group LLC's EIN is 84-2260550.
Download the official 2024 Form 5500 (PDF) for Alliance Aviation Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alliance Aviation Group 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.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MyCompass American Funds 2060 Fund R | Mutual Funds | — | — | $382K | 17.1% | |
| MyCompass American Funds 2050 Fund R | Mutual Funds | — | — | $356K | 16.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $211K | 9.5% | |
| MyCompass American Funds 2045 Fund R | Mutual Funds | — | — | $182K | 8.2% | |
| MyCompass American Funds 2055 Fund R | Mutual Funds | — | — | $166K | 7.5% | |
| Voya Government Money Market Fund A | Cash / Money Market | — | — | $158K | 7.1% | |
| MyCompass American Funds 2040 Fund R | Mutual Funds | — | — | $135K | 6.1% | |
| MyCompass American Funds 2030 Fund R | Mutual Funds | — | — | $112K | 5.0% | |
| MyCompass American Funds 2035 Fund R | Mutual Funds | — | — | $95K | 4.2% | |
| American Century Ultra Fund R6 | Other securities | — | — | $87K | 3.9% | |
| MyCompass American Funds 2065 Fund R | Mutual Funds | — | — | $74K | 3.3% | |
| MyCompass American Funds 2020 Fund R | Mutual Funds | — | — | $73K | 3.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $46K | 2.1% | |
| MyCompass American Funds 2025 Fund R | Mutual Funds | — | — | $43K | 1.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $17K | 0.8% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $14K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $13K | 0.6% | |
| MFS Total Return Bond Fund R6 | Mutual Funds | — | — | $10K | 0.5% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $9K | 0.4% | |
| Fidelity Advisor Focused Emerging Markets Fund Z | Mutual Funds | — | — | $9K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund Z | Other securities | — | — | $6K | 0.3% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $5K | 0.2% | |
| American Century Small Cap Growth Fund R6 | Other securities | — | — | $5K | 0.2% | |
| Voya Retirement Insurance * Fixed Account | Other securities | — | — | $3K | 0.1% | |
| POOLED SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT C OR D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| DFA US Targeted Value Portfolio Institutional | Mutual Funds | — | — | $2K | <0.1% | |
| BrandywineGLOBAL Global Opportunities Bond Fund IS | Other securities | — | — | $2K | <0.1% | |
| MyCompass American Funds 2015 Fund R | Mutual Funds | — | — | $2K | <0.1% | |
| Columbia Select Mid Cap Value Institutional 3 ** 20 DFA Inflation Protection Securities Portfolio Institutional | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
