Caryn Nightengale signed Unical Aviation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unical Aviation, Inc.'s EIN is 95-4260177.
Download the official 2024 Form 5500 (PDF) for Unical Aviation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unical Aviation, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $37K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 500 Index Fund Registered investment company | Common Collective Trusts | — | — | $3.0M | 13.3% | |
| Fidelity Freedom Blend 2030 Fund Registered investment company | Mutual Funds | — | — | $2.7M | 12.1% | |
| Fidelity Freedom Blend 2035 Fund Registered investment company | Mutual Funds | — | — | $2.6M | 11.3% | |
| Fidelity Freedom Blend 2045 Fund Registered investment company | Mutual Funds | — | — | $2.5M | 11.3% | |
| Fidelity Freedom Blend 2040 Fund Registered investment company | Mutual Funds | — | — | $2.2M | 9.8% | |
| Fidelity Freedom Blend 2055 Fund Registered investment company | Mutual Funds | — | — | $1.6M | 7.2% | |
| Fidelity Freedom Blend 2025 Fund Registered investment company | Mutual Funds | — | — | $1.6M | 7.1% | |
| Fidelity Freedom Blend 2050 Fund Registered investment company | Mutual Funds | — | — | $1.2M | 5.4% | |
| Fidelity Freedom Blend 2060 Fund Registered investment company | Mutual Funds | — | — | $730K | 3.2% | |
| AB US Large Cap Growth Collective Trust Common/collective trust | Common Collective Trusts | — | — | $663K | 2.9% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $663K | 2.9% | |
| Putnam Large Cap Value Trust Common/collective trust | Common Collective Trusts | — | — | $583K | 2.6% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $583K | 2.6% | |
| Participant Loans Interest Rates (3.25~8.50%) $0 | Bonds / Notes | — | — | $362K | 1.6% | |
| Fidelity Small Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $312K | 1.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $298K | 1.3% | |
| American Century Small/Mid Cap Value Fund Registered investment company | Common Stocks | — | — | $276K | 1.2% | |
| Fidelity International Index Fund Registered investment company | Common Collective Trusts | — | — | $273K | 1.2% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $266K | 1.2% | |
| Fidelity Freedom Blend 2020 Fund Registered investment company | Mutual Funds | — | — | $234K | 1.0% | |
| Invesco Discovery Mid Cap Growth Fund Registered investment company | Mutual Funds | — | — | $195K | 0.9% | |
| Registered Investment Companies * Fidelity U.S. Bond Index Fund Registered investment company | Common Collective Trusts | — | — | $154K | 0.7% | |
| Fidelity Freedom Blend 2065 Fund Registered investment company | Mutual Funds | — | — | $139K | 0.6% | |
| MFS International Diversification Fund Common/collective trust | Common Collective Trusts | — | — | $104K | 0.5% | |
| Franklin Small Cap Value Fund Common/collective trust | Common Collective Trusts | — | — | $98K | 0.4% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $98K | 0.4% | |
| Brown Advisory Mid Cap Growth Equity Fund Common/collective trust | Common Collective Trusts | — | — | $86K | 0.4% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $86K | 0.4% | |
| Fidelity Freedom Blend 2015 Fund Registered investment company | Mutual Funds | — | — | $86K | 0.4% | |
| Fidelity Mid Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $83K | 0.4% | |
| John Hancock Bond Fund Registered investment company | Common Stocks | — | — | $49K | 0.2% | |
| Fidelity Freedom Blend 2010 Fund Registered investment company | Mutual Funds | — | — | $41K | 0.2% | |
| Fidelity Freedom Blend Income Fund Registered investment company | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom Blend 2070 Fund Registered investment company ** 785 PIMCO Income Fund Registered investment company | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
