Cheryl Bazzell signed MD Helicopters, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MD Helicopters, LLC's EIN is 88-2943609.
Download the official 2024 Form 5500 (PDF) for MD Helicopters, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MD Helicopters, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund Mutual fund N/A | Common Collective Trusts | — | — | $3.5M | 13.5% | |
| T Rowe Price Retirement I 2040 I Fund Mutual fund N/A | Mutual Funds | — | — | $2.8M | 10.9% | |
| T Rowe Price Retirement I 2030 I Fund Mutual fund N/A | Mutual Funds | — | — | $2.5M | 9.6% | |
| Principal/T Rowe Price Institutional Large Cap Growth Common collective trust N/A | Common Collective Trusts | — | — | $2.5M | 9.6% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $2.5M | 9.6% | |
| T Rowe Price Retirement I 2035 I Fund Mutual fund N/A | Mutual Funds | — | — | $1.6M | 6.2% | |
| T Rowe Price Mid Cap Gr Fund Mutual fund N/A | Mutual Funds | — | — | $1.5M | 5.8% | |
| JP Morgan Equity Income R6 Fund Mutual fund N/A | Other securities | — | — | $1.4M | 5.6% | |
| T Rowe Price Retirement I 2025 I Fund Mutual fund N/A | Mutual Funds | — | — | $1.2M | 4.7% | |
| Vanguard Total Bond Market International Admiral Fund Mutual fund N/A | Mutual Funds | — | — | $923K | 3.6% | |
| T Rowe Price Retirement I 2055 I Fund Mutual fund N/A | Mutual Funds | — | — | $897K | 3.5% | |
| T Rowe Price Retirement I 2020 I Fund Mutual fund N/A | Mutual Funds | — | — | $748K | 2.9% | |
| T Rowe Price Retirement I 2045 I Fund Mutual fund N/A | Mutual Funds | — | — | $670K | 2.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $626K | 2.4% | |
| Vanguard Mid Cap Index Admiral Fund Mutual fund N/A | Mutual Funds | — | — | $620K | 2.4% | |
| T Rowe Price Retirement I 2050 I Fund Mutual fund N/A | Mutual Funds | — | — | $601K | 2.3% | |
| Schwab Funds Self-directed brokerage N/A | Self-Directed Brokerage | — | — | $549K | 2.1% | |
| American EuroPacific Growth Fund Mutual fund N/A | Other securities | — | — | $512K | 2.0% | |
| JP Morgan Mid Cp Value L Fund Mutual fund N/A | Other securities | — | — | $437K | 1.7% | |
| Maturing 2025 - 2032 * Notes receivable from participants interest rates of 3.5% - 8.5% $ - | Bonds / Notes | — | — | $361K | 1.4% | |
| Vanguard Small Cap Index Admiral Fund Mutual fund N/A | Mutual Funds | — | — | $308K | 1.2% | |
| Undisc MGRS Behav Value R6 Fd Mutual fund N/A | Other securities | — | — | $275K | 1.1% | |
| BlackRock High Yield Bond Fund Mutual fund N/A | Other securities | — | — | $239K | 0.9% | |
| T Rowe Price Retirement I 2065 I Fund Mutual fund N/A | Mutual Funds | — | — | $208K | 0.8% | |
| T Rowe Price Retirement I 2015 I Fund Mutual fund N/A | Mutual Funds | — | — | $200K | 0.8% | |
| Dodge & Cox International Stock I Fund Mutual fund N/A | Mutual Funds | — | — | $163K | 0.6% | |
| Vanguard Total International Bond Index Admiral Fund Mutual fund N/A | Mutual Funds | — | — | $142K | 0.6% | |
| T Rowe Price Retirement I 2010 I Fund Mutual fund N/A | Mutual Funds | — | — | $93K | 0.4% | |
| T Rowe Price Retirement Bal I Fund Mutual fund N/A | Mutual Funds | — | — | $91K | 0.4% | |
| Vanguard Developed Markets Index Admiral Fund Mutual fund N/A | Mutual Funds | — | — | $72K | 0.3% | |
| (E) | Other securities | — | $66K | $72K | 0.3% | |
| T Rowe Price Retirement I 2060 I Fund Mutual fund N/A | Mutual Funds | — | — | $66K | 0.3% | |
| (E) | Other securities | — | — | $30K | 0.1% | |
| American Funds NewWorld R6 Mutual fund N/A | Mutual Funds | — | — | $30K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
