Jessica Calzada signed Columbia Helicopters, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Columbia Helicopters, Inc.'s EIN is 93-0462482.
Download the official 2024 Form 5500 (PDF) for Columbia Helicopters, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Columbia Helicopters, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | -$27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $27K | — |
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 Management Trust Fidelity Freedom 2040 Fund Class K6 | Mutual Funds | — | — | $14.9M | 16.8% | |
| Company (FMTC) * FMTC Fidelity Freedom 2030 Fund Class K6 | Mutual Funds | — | — | $11.3M | 12.7% | |
| FMTC Fidelity Growth Company Fund | Mutual Funds | — | — | $9.8M | 11.1% | |
| FMTC Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $9.3M | 10.4% | |
| FMTC Fidelity Freedom 2050 Fund Class K6 | Mutual Funds | — | — | $7.0M | 7.8% | |
| FMTC Fidelity Freedom 2020 Fund Class K6 | Mutual Funds | — | — | $6.3M | 7.1% | |
| CT DIV INCOME INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 090 | Common Collective Trust | — | — | $3.2M | 3.6% | |
| Investment Advisers, LLC * FMTC Fidelity Balanced Fund K6 | Mutual Funds | — | — | $2.6M | 2.9% | |
| FMTC Fidelity Managed Income Portfolio Fund | Mutual Funds | — | — | $2.2M | 2.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.2M | 2.5% | |
| Artisan Funds, Inc. Artisan Mid Cap Fund | Common Stocks | — | — | $2.1M | 2.3% | |
| FMTC Participant-directed brokerage accounts | Self-Directed Brokerage | — | — | $2.0M | 2.2% | |
| FMTC Fidelity Freedom 2035 Fund Class K6 | Mutual Funds | — | — | $1.8M | 2.0% | |
| American Funds American EuroPacific Growth Fund | Mutual Funds | — | — | $1.7M | 1.9% | |
| Allspring Global Investments Allspring Special Mid Cap Value Inst | Other securities | — | — | $1.6M | 1.8% | |
| AS SPEC MD CP VAL MD SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.8% | |
| Invesco Ltd. Invesco Discovery Fund | Mutual Funds | — | — | $1.4M | 1.6% | |
| FMTC Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.1M | 1.3% | |
| FMTC Fidelity Freedom 2055 Fund Class K6 | Mutual Funds | — | — | $1.1M | 1.2% | |
| FMTC Fidelity Freedom 2060 Fund Class K6 | Mutual Funds | — | — | $1.0M | 1.2% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.0M | 1.1% | |
| FMTC Fidelity Freedom 2045 Fund Class K6 | Mutual Funds | — | — | $958K | 1.1% | |
| FMTC Fidelity Diversified International Fund | Mutual Funds | — | — | $944K | 1.1% | |
| FMTC Fidelity Small Cap Value Fund | Mutual Funds | — | — | $938K | 1.1% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $890K | 1.0% | |
| FMTC Fidelity Freedom 2010 Fund Class K6 | Mutual Funds | — | — | $813K | 0.9% | |
| FMTC Fidelity Freedom 2025 Fund Class K6 | Mutual Funds | — | — | $802K | 0.9% | |
| FMTC Fidelity Freedom Income K6 | Mutual Funds | — | — | $619K | 0.7% | |
| FMTC Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $445K | 0.5% | |
| T. Rowe Price Associates, Inc. T. Rowe Price U.S. Treasury Money Fund | Common Stocks | — | — | $235K | 0.3% | |
| FMTC Fidelity Freedom 2065 Fund Class K6 | Mutual Funds | — | — | $147K | 0.2% | |
| FMTC Fidelity Freedom 2015 Fund Class K6 | Mutual Funds | — | — | $14K | <0.1% | |
| FMTC Fidelity Freedom 2070 Fund Class K6 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | PLAN ADMINISTRATOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELAP | 93-0418710 | — | ACCOUNTANT/AUDITOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVIS WRIGHT TREMAINE LLP | 91-0839480 | — | LEGAL | $3K | — |
