BREE Amaya signed Heligear Acquisition Co DBA Northstar Aerospace CH's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heligear Acquisition Co DBA Northstar Aerospace CH's EIN is 90-0867867.
Download the official 2024 Form 5500 (PDF) for Heligear Acquisition Co DBA Northstar Aerospace CH from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heligear Acquisition Co DBA Northstar Aerospace CH's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
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 | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $99K | — |
| STRATEGIC ADVISORS, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $14K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments: *Managed Income Portfolio | Mutual Funds | — | — | $11.9M | 22.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $11.2M | 21.1% | |
| 500 Index Fund | Common Collective Trusts | — | — | $7.2M | 13.6% | |
| Invesco: Diversified Dividend Fund | Mutual Funds | — | — | $4.1M | 7.8% | |
| Contrafund | Mutual Funds | — | — | $3.8M | 7.1% | |
| Target Date 2025 | Other securities | — | — | $2.9M | 5.5% | |
| Target Date 2030 | Other securities | — | — | $2.6M | 5.0% | |
| Global Fund | Other securities | — | — | $2.1M | 4.0% | |
| Mid Cap Value Fund | Other securities | — | — | $1.7M | 3.2% | |
| Government Money Market Fund | Cash / Money Market | — | — | $1.6M | 3.0% | |
| Participant Loans* | Participant loans | — | — | $1.5M | 2.9% | |
| Target Date 2020 | Other securities | — | — | $1.5M | 2.8% | |
| American Funds: Target Date 2010 | Mutual Funds | — | — | $1.5M | 2.8% | |
| Diversified International Fund | Other securities | — | — | $1.1M | 2.1% | |
| Target Date 2035 | Other securities | — | — | $943K | 1.8% | |
| Target Date 2040 | Other securities | — | — | $862K | 1.6% | |
| US Bond Index Fund | Common Collective Trusts | — | — | $853K | 1.6% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $737K | 1.4% | |
| Dimensional Fund Advisors US Target Value Fund | Mutual Funds | — | — | $735K | 1.4% | |
| PIMCO Income Fund | Mutual Funds | — | — | $627K | 1.2% | |
| Target Date 2060 | Other securities | — | — | $623K | 1.2% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $467K | 0.9% | |
| Explorer Fund | Other securities | — | — | $463K | 0.9% | |
| Target Date 2050 | Other securities | — | — | $434K | 0.8% | |
| Mid Cap Stock Fund | Other securities | — | — | $355K | 0.7% | |
| Vanguard: High Yield Corporate Fund | Mutual Funds | — | — | $343K | 0.6% | |
| Emerging Markets Index Fund | Common Collective Trusts | — | — | $316K | 0.6% | |
| Target Date 2045 | Other securities | — | — | $269K | 0.5% | |
| Target Date 2055 | Other securities | — | — | $246K | 0.5% | |
| Target Date 2015 | Other securities | — | — | $241K | 0.5% | |
| Large Cap Value Index Fund | Common Collective Trusts | — | — | $223K | 0.4% | |
| Oakmark Equity and Income Fund | Other securities | — | — | $206K | 0.4% | |
| Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $175K | 0.3% | |
| Index Fund | Real Estate | — | — | $55K | 0.1% | |
| Balanced Index Fund | Common Collective Trusts | — | — | $39K | <0.1% | |
| Mid Cap Value Index Fund | Common Collective Trusts | — | — | $517 | <0.1% |
