Shirley Horner signed Hallmark Aviation Services, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hallmark Aviation Services, LP's EIN is 95-4217627.
Download the official 2024 Form 5500 (PDF) for Hallmark Aviation Services, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hallmark Aviation Services, LP's plan includes 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.0% | |
| GREAT GRAY T. ROWE PRICE RET 2030 T GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.4M | 10.7% | |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $2.4M | 10.7% | |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $2.3M | 10.5% | |
| GREAT GRAY T. ROWE PRICE RET 2045 T GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.9% | |
| Fully Benefit-Responsive Investment Contract Guaranteed Investment Contract Prudential Retirement Insurance and Annuity Guaranteed Income Fund - | Stable Value | — | — | $1.9M | 8.3% | |
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.1% | |
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.1% | |
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $966K | 4.3% | |
| GREAT GRAY T. ROWE PRICE RET 2065 T GREAT GRAY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $898K | 4.0% | |
| GREAT GRAY T. ROWE PRICE RET 2015 T GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $571K | 2.6% | |
| Participant Loans Maturity dates through November 2029, rates of interest 4.25-9.50% - | Bonds / Notes | — | — | $527K | 2.4% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $504K | $504K | 2.3% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $353K | 1.6% | |
| Fidelity 500 Index Registered investment company - | Mutual Funds | — | — | $328K | 1.5% | |
| GREAT GRAY T. ROWE PRICE RET 2010 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $228K | 1.0% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $208K | 0.9% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $151K | 0.7% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $77K | 0.3% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $65K | 0.3% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $33K | 0.1% | |
| Fidelity Mid Cap Index Registered investment company - | Mutual Funds | — | — | $33K | 0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $31K | 0.1% | |
| Fidelity Small Cap Index Registered investment company - | Mutual Funds | — | — | $29K | 0.1% | |
| GREAT GRAY T. ROWE PRICE RET 2005 T GREAT GRAY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| Fidelity Emerging Markets K Registered investment company - 986 Fidelity International Index Registered investment company - | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity Small Cap Growth K6 Registered investment company - | Mutual Funds | — | — | $20K | <0.1% | |
| Victory RS International R6 Registered investment company - 847 Victory Sycamore Established Value R6 Registered investment company - | Common Stocks | — | — | $15K | <0.1% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $14K | <0.1% | |
| Fidelity US Bond Index Registered investment company - | Mutual Funds | — | — | $11K | <0.1% | |
| JPMorgan Global Bond Opportunities R6 Registered investment company - | Common Stocks | — | — | $10K | <0.1% | |
| Fidelity Advisor International Small Cap Z Registered investment company - | Mutual Funds | — | — | $5K | <0.1% | |
| Goldman Sachs Small Cp Val Insights R6 Registered investment company - | Common Stocks | — | — | $2K | <0.1% | |
| JPMorgan Mid Cap Growth R6 Registered investment company - | Common Stocks | — | — | $1K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | CONTRACT ADMIN | $27K | — |
