Katie Gausepohl signed Netjets Aviation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Netjets Aviation, Inc.'s EIN is 31-0682096.
Download the official 2024 Form 5500 (PDF) for Netjets Aviation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Netjets 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.
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 | |||||
|---|---|---|---|---|---|---|
| Self-Directed Accounts * Charles Schw ab Trust Bank Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $445.9M | 18.1% | |
| FIDELITY GRW COMP COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $439.4M | 17.8% | |
| Charles Schw ab Trust Bank FIDELITY GRTH CPNY COMGLD PL 2 | Mutual Funds | — | — | $439.4M | 17.8% | |
| VFTC TOTAL STOCK MARKET INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-3046114 / PN 001 | Common Collective Trust | — | — | $376.1M | 15.3% | |
| Com m on Collective Trusts * Charles Schw ab Trust Bank VANGUARD INSTL TOT STKMAR TRST | Common Collective Trusts | — | — | $376.1M | 15.3% | |
| Charles Schw ab Trust Bank VANGUARD RET SAVINGS TRUST II | Mutual Funds | — | — | $111.9M | 4.5% | |
| VFTC RETIREMENT SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $111.9M | 4.5% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $93.5M | 3.8% | |
| Charles Schw ab Trust Bank VANGUARD EQUITY INCOME ADMIRAL | Mutual Funds | — | — | $89.3M | 3.6% | |
| Charles Schw ab Trust Bank DODGE & COX INCOME X | Mutual Funds | — | — | $87.2M | 3.5% | |
| Charles Schw ab Trust Bank AMERICAN NEW PERSPECTIVE R6 | Other securities | — | — | $82.1M | 3.3% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $80.9M | 3.3% | |
| VANGUARD INSTL TOTAL BOND MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $72.2M | 2.9% | |
| VANGUARD INST TOT INTL ST MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $72.1M | 2.9% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $63.6M | 2.6% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $39.1M | 1.6% | |
| Charles Schw ab Trust Bank CARILLON EAGLE MIDCAP GROWTH I | Other securities | — | — | $38.9M | 1.6% | |
| MFS INTERNATIONAL EQUITY FD 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $35.6M | 1.4% | |
| Charles Schw ab Trust Bank FIDELITY ADV SMALL CAP VALUE Z | Mutual Funds | — | — | $33.8M | 1.4% | |
| KAR SCAP GRTH SUS CIT CL 2 SEI TRUST COMPANY · EIN 47-2579333 / PN 078 | Common Collective Trust | — | — | $31.6M | 1.3% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $25.9M | 1.1% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $25.5M | 1.0% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $23.2M | 0.9% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $21.6M | 0.9% | |
| Charles Schw ab Trust Bank Personal Choice Retirement Account 2 | Self-Directed Brokerage | — | — | $20.4M | 0.8% | |
| Charles Schw ab Trust Bank VANGUARD MIDCAP INDEX INSTL | Mutual Funds | — | — | $18.4M | 0.7% | |
| Charles Schw ab Trust Bank VANGUARD SM CAP INDEX INSTL | Mutual Funds | — | — | $15.0M | 0.6% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $13.0M | 0.5% | |
| 9.50% with various maturity dates through 2034 | Bonds / Notes | — | — | $11.9M | 0.5% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $8.1M | 0.3% | |
| VFTC TARGET RET INC TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.2% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.5M | <0.1% | |
| VGD TARGET RET INCOME GROWTH I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $1.2M | <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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $394K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 46-3825461 | — | NONE | $280K | — |
| FINANCIAL ENGINES ADVISORS LLC | 77-0473565 | — | NONE | $55K | — |
| LEE JOHNSON CAPITAL MANAGEMENT | 26-2503106 | — | NONE | $25K | — |
| TOTAL INVESTMENT MANAGEMENT IN | 86-0912979 | — | NONE | $25K | — |
| STRATOS WEALTH ADVISORS LLC | 81-2658157 | — | NONE | $13K | — |
| FRAZIER FINANCIAL ADVISORS LLC | 30-0856485 | — | NONE | $11K | — |
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $10K | — |
| LIDO ADVISORS LLC | 95-4742435 | — | NONE | $9K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $173K | — |
| LEADING EDGE | 47-4221739 | — | NONE | $77K | — |
| PRIVATE CLIENT SERVICES LLC | 61-1383537 | — | NONE | $62K | — |
| LCG ASSOCIATES INC | 75-1680350 | — | NONE | $47K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $27K | — |
| CERITY PARTNERS LLC | 27-1180831 | — | NONE | $27K | — |
| NOVAPOINT CAPITAL LLC | 47-3129380 | — | NONE | $20K | — |
| STRATOS WEALTH PARTNERS LTD | 27-5273468 | — | NONE | $19K | — |
| GBQ PARTNERS LLC | 20-2122306 | — | NONE | $18K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $16K | — |
| MARINER LLC | 20-4553256 | — | NONE | $15K | — |
| NORRIS PERNE & FRENCH | 38-1796242 | — | NONE | $15K | — |
| SPECTRUM FINANCIAL ALLIANCE | 52-2237781 | — | NONE | $15K | — |
| MCADAM LLC | 47-1994636 | — | NONE | $13K | — |
| FROST BROWN TODD LLC | 61-0722001 | — | NONE | $13K | — |
| HAMILTON CAPITAL LLC | 83-3000171 | — | NONE | $12K | — |
| GLASSMAN WEALTH SERVICES LLC | 27-0896966 | — | NONE | $11K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $10K | — |
| DEMAURIAC LLC | 84-3293488 | — | NONE | $9K | — |
| MOUNTAIN CAPITAL INVESTMENT AD | 27-4826969 | — | NONE | $9K | — |
| BRIGHT ROAD WEALTH MANAGEMENT | 81-1721306 | — | NONE | $8K | — |
| WHITAKER-MYERS WEALTH MANAGERS | 46-5068404 | — | NONE | $6K | — |
| NEW HARBOR FINANCIAL GROUP LLC | 20-2077226 | — | NONE | $6K | — |
| FOCUS PARTNERS WEALTH LLC | 90-0751149 | — | NONE | $6K | — |
| CWM LLC | 27-4011107 | — | NONE | $6K | — |
| SNS FINANCIAL GROUP LLC | 27-1489903 | — | NONE | $6K | — |
| TURNER CAPITAL INVESTMENTS LLC | 26-1894983 | — | NONE | $6K | — |
| HICKEY, KYLE | 87-3745630 | — | NONE | $6K | — |
