Kelly RUH signed Experimental Aircraft Association, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Experimental Aircraft Association, Inc.'s EIN is 39-0917537.
Download the official 2023 Form 5500 (PDF) for Experimental Aircraft Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Experimental Aircraft Association, Inc.'s plan includes money-purchase contributions, ERISA 404(c) participant direction.
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 | |||||
|---|---|---|---|---|---|---|
| Stock Subaccount of Variable Annuities N/A | Other securities | — | — | $3.1M | 16.7% | |
| Growth Subaccount of Variable Annuities N/A | Other securities | — | — | $1.8M | 9.8% | |
| Traditional Non Benefit Responsive Nonbenefit-Responsive Fixed Accounts N/A | Other securities | — | — | $1.8M | 9.6% | |
| Money Market Subaccount of Variable Annuities N/A | Cash / Money Market | — | — | $1.2M | 6.3% | |
| 500 Idx Adm Mutual Funds N/A | Common Collective Trusts | — | — | $992K | 5.4% | |
| Global Equities Subaccount of Variable Annuities N/A | Other securities | — | — | $690K | 3.8% | |
| Equity Index Subaccount of Variable Annuities N/A | Common Collective Trusts | — | — | $616K | 3.3% | |
| Lifecycle Index 2025 - Retirement Mutual Funds N/A | Other securities | — | — | $603K | 3.3% | |
| Pooled Separate Account N/A | Real Estate | — | — | $584K | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $584K | 3.2% | |
| Traditional Non Benefit Responsive 2 Nonbenefit-Responsive Fixed Accounts N/A | Other securities | — | — | $509K | 2.8% | |
| Lifecycle Index 2035 - Retirement Mutual Funds N/A | Other securities | — | — | $467K | 2.5% | |
| Lifecycle Index 2055 - Retirement Mutual Funds N/A | Other securities | — | — | $428K | 2.3% | |
| Dodge & Cox Income Fund I Mutual Funds N/A | Mutual Funds | — | — | $425K | 2.3% | |
| Lifecycle Index 2020 - Retirement Mutual Funds N/A | Other securities | — | — | $382K | 2.1% | |
| Lifecycle Index 2045 - Retirement Mutual Funds N/A | Other securities | — | — | $348K | 1.9% | |
| Capital Appreciation Mutual Funds N/A | Other securities | — | — | $337K | 1.8% | |
| Lifecycle Index 2050 - Retirement Mutual Funds N/A | Other securities | — | — | $318K | 1.7% | |
| Social Choice Subaccount of Variable Annuities N/A | Other securities | — | — | $293K | 1.6% | |
| Total Intl Stk Idx Adm Mutual Funds N/A | Common Collective Trusts | — | — | $293K | 1.6% | |
| Mid Cap Value Mutual Funds N/A | Other securities | — | — | $285K | 1.6% | |
| Lifecycle Index 2030 - Retirement Mutual Funds N/A | Other securities | — | — | $279K | 1.5% | |
| Lifecycle Index 2040 - Retirement Mutual Funds N/A | Other securities | — | — | $259K | 1.4% | |
| Core Bond Subaccount of Variable Annuities N/A | Other securities | — | — | $215K | 1.2% | |
| Money Market - Retirement Mutual Funds N/A | Cash / Money Market | — | — | $189K | 1.0% | |
| Extended Mkt Idx Adm Mutual Funds N/A | Common Collective Trusts | — | — | $183K | 1.0% | |
| Lifecycle Index 2060 - Retirement Mutual Funds N/A | Other securities | — | — | $158K | 0.9% | |
| Value Fund Mutual Funds N/A | Other securities | — | — | $138K | 0.8% | |
| Access Lifecycle 2035 Subaccount of Variable Annuities N/A | Other securities | — | — | $115K | 0.6% | |
| Access Lifecycle 2050 Subaccount of Variable Annuities N/A | Other securities | — | — | $112K | 0.6% | |
| EuroPacific Growth Mutual Funds N/A | Other securities | — | — | $108K | 0.6% | |
| Mid Cap Growth Fund Mutual Funds N/A | Other securities | — | — | $77K | 0.4% | |
| Inflation-Linked Bond Subaccount of Variable Annuities N/A | Other securities | — | — | $74K | 0.4% | |
| Access Lifecycle 2055 Subaccount of Variable Annuities N/A | Other securities | — | — | $42K | 0.2% | |
| Access Lifecycle 2020 Subaccount of Variable Annuities N/A | Other securities | — | — | $38K | 0.2% | |
| Lifecycle Index 2010 - Retirement Mutual Funds N/A | Other securities | — | — | $38K | 0.2% | |
| Access Lifecycle 2025 Subaccount of Variable Annuities N/A | Other securities | — | — | $34K | 0.2% | |
| Special S-C Val Mutual Funds N/A | Other securities | — | — | $29K | 0.2% | |
| Lifecycle Index 2065 - Retirement Mutual Funds N/A | Other securities | — | — | $29K | 0.2% | |
| Lifecycle Index 2015 - Retirement Mutual Funds N/A | Other securities | — | — | $29K | 0.2% | |
| Access Lifecycle 2045 Subaccount of Variable Annuities N/A | Other securities | — | — | $27K | 0.1% | |
| Access Lifecycle 2040 Subaccount of Variable Annuities N/A | Other securities | — | — | $18K | <0.1% | |
| Small Cap Growth I Mutual Funds N/A | Other securities | — | — | $10K | <0.1% | |
| Access Lifecycle 2010 Subaccount of Variable Annuities N/A | Other securities | — | — | $4K | <0.1% | |
| Traditional Benefit Responsive 2 Investment Contract N/A | Other securities | — | — | $4K | <0.1% | |
| Access Lifecycle 2015 Subaccount of Variable Annuities N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
