Eric Woodward signed Skywest, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Skywest, Inc.'s EIN is 87-0292166.
Download the official 2024 Form 5500 (PDF) for Skywest, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Skywest, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $477K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Institutional Index Instl Plus | Mutual Funds | — | — | $189.4M | 13.3% | |
| T. ROWE PRICE BLUE CHIP GROWTH TRST T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $123.2M | 8.7% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $102.3M | 7.2% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $74.1M | 5.2% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $70.7M | 5.0% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $69.2M | 4.9% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $69.1M | 4.9% | |
| T. ROWE PRICE STB VAL COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-7309931 / PN 001 | Common Collective Trust | — | — | $62.1M | 4.4% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $50.0M | 3.5% | |
| MFS Value R3 | Mutual Funds | — | — | $45.9M | 3.2% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth | Other securities | — | — | $45.1M | 3.2% | |
| Wasatch Global Investors Wasatch Small Cap Value I | Other securities | — | — | $44.0M | 3.1% | |
| SkyWest, Inc. SkyWest, Inc. Common Stock Fund | Common Stocks | — | — | $44.0M | 3.1% | |
| T. Rowe Price T. Rowe Price New Horizons | Other securities | — | — | $43.5M | 3.1% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $39.8M | 2.8% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $37.5M | 2.6% | |
| The Vanguard Group Vanguard Extended Market Index Inst | Mutual Funds | — | — | $35.8M | 2.5% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $34.5M | 2.4% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $31.3M | 2.2% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $28.1M | 2.0% | |
| Fidelity Low Priced Stock Fund K6 | Mutual Funds | — | — | $28.0M | 2.0% | |
| MFS International Intrinsic Value R3 | Mutual Funds | — | — | $22.8M | 1.6% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $15.6M | 1.1% | |
| Plan participants through 2034, collateralized by the respective participants’ account balances | Other securities | — | — | $13.7M | 1.0% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $13.6M | 1.0% | |
| The Vanguard Group Vanguard Total Bond Market Index Inst | Mutual Funds | — | — | $12.6M | 0.9% | |
| T. Rowe Price T. Rowe Price International Discovery | Other securities | — | — | $9.8M | 0.7% | |
| The Vanguard Group Vanguard Total Intl Stock Index Instl | Mutual Funds | — | — | $9.7M | 0.7% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $9.4M | 0.7% | |
| The Vanguard Group Vanguard Federal Money Market Fund | Mutual Funds | — | — | $7.8M | 0.6% | |
| The Vanguard Group Vanguard Equity Income Admiral | Mutual Funds | — | — | $6.7M | 0.5% | |
| The Vanguard Group Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $6.1M | 0.4% | |
| The Vanguard Group Vanguard Emerging Mkts Stock Index Admiral | Mutual Funds | — | — | $4.7M | 0.3% | |
| T. ROWE PRICE RET 2065 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.2% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.1% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.1% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.1% | |
| SkyWest, Inc. Interest-bearing cash equivalents | Cash / Money Market | — | — | $1.3M | <0.1% | |
| Fidelity Inflation-Protected Bond Index | Mutual Funds | — | — | $1.2M | <0.1% | |
| T. ROWE PRICE RET BAL ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $676K | <0.1% | |
| Vanguard Cash Reserves Federal Money Market The Vanguard Group Fund | Mutual Funds | — | — | $82K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| SOLTIS INVESTMENT ADVISORS | 87-0506413 | — | NONE | $45K | — |
| CIOVACCO CAPITAL MANAGEMENT | 58-2490379 | — | NONE | $22K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $16K | — |
| SOLTIS INVESTMENT ADVISORS LLC | 27-3188744 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $32K | — |
| TANNER LLC | 20-2253063 | — | NONE | $30K | — |
| ELITE WEALTH MANAGEMENT LLC | 84-4503484 | — | NONE | $18K | — |
| MOUNTAIN CAPITAL INVESTMENT AD | 27-4826969 | — | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC. | 94-1479833 | — | NONE | $11K | — |
| SAINT FRANCIS CAPITAL LLC | 46-5694010 | — | NONE | $8K | — |
| TOWNSQUARE CAPITAL LLC | 82-1306760 | — | NONE | $8K | — |
| DIVERSIFY WEALTH MANAGEMENT LL | 93-4837681 | — | NONE | $7K | — |
| IGNITE PLANNERS LLC | 82-3301523 | — | NONE | $7K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | NONE | $6K | — |
