What public Form 5500 filings show about the Clay LACY Aviation 401(k) plan — and how to find and check your own account.
Clay LACY Aviation (EIN 95-2653612) reports CLAY LACY AVIATION MATCHING 401(K) PLAN on its most recent Form 5500, with $76.7M in plan assets across 720 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Clay LACY Aviation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Clay LACY Aviation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, USI ADVISORS.
