Kelly RUH signed Experimental Aircraft Association, Inc.'s 2024 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 2024 Form 5500 (PDF) for Experimental Aircraft Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Experimental Aircraft Association, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity.
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 500 Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $2.1M | 14.7% | |
| Stock Subaccount of Variable Annuities N/A | Other securities | — | — | $1.5M | 10.2% | |
| Growth Subaccount of Variable Annuities N/A | Other securities | — | — | $909K | 6.3% | |
| Traditional Benefit Responsive Investment Contract N/A | Other securities | — | — | $862K | 6.0% | |
| Traditional Benefit Responsive 2 Investment Contract N/A | Other securities | — | — | $847K | 5.9% | |
| Lifecycle Index 2045 - Retirement Mutual Fund N/A | Other securities | — | — | $734K | 5.1% | |
| Capital Appreciation Mutual Fund N/A | Other securities | — | — | $557K | 3.9% | |
| Total Intl Stk Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $438K | 3.0% | |
| Pooled Separate Account N/A | Real Estate | — | — | $437K | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $437K | 3.0% | |
| Extended Mkt Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $392K | 2.7% | |
| Lifecycle Index 2060 - Retirement Mutual Fund N/A | Other securities | — | — | $356K | 2.5% | |
| Lifecycle Index 2050 - Retirement Mutual Fund N/A | Other securities | — | — | $356K | 2.5% | |
| Global Equities Subaccount of Variable Annuities N/A | Other securities | — | — | $353K | 2.4% | |
| Lifecycle Index 2035 - Retirement Mutual Fund N/A | Other securities | — | — | $345K | 2.4% | |
| Lifecycle Index 2025 - Retirement Mutual Fund N/A | Other securities | — | — | $336K | 2.3% | |
| Mid Cap Value Mutual Fund N/A | Other securities | — | — | $333K | 2.3% | |
| Lifecycle Index 2055 - Retirement Mutual Fund N/A | Other securities | — | — | $329K | 2.3% | |
| Lifecycle Index 2040 - Retirement Mutual Fund N/A | Other securities | — | — | $315K | 2.2% | |
| Equity Index Subaccount of Variable Annuities N/A | Common Collective Trusts | — | — | $304K | 2.1% | |
| Money Market Subaccount of Variable Annuities N/A | Cash / Money Market | — | — | $245K | 1.7% | |
| Access Lifecycle 2035 Subaccount of Variable Annuities N/A | Other securities | — | — | $224K | 1.5% | |
| Money Market - Retirement Mutual Fund N/A | Cash / Money Market | — | — | $224K | 1.5% | |
| Lifecycle Index 2030 - Retirement Mutual Fund N/A | Other securities | — | — | $215K | 1.5% | |
| Social Choice Subaccount of Variable Annuities N/A | Other securities | — | — | $205K | 1.4% | |
| Mid Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $203K | 1.4% | |
| Core Bond Subaccount of Variable Annuities N/A | Other securities | — | — | $191K | 1.3% | |
| Dodge & Cox Income Fund I Mutual Fund N/A | Mutual Funds | — | — | $160K | 1.1% | |
| Access Lifecycle 2045 Subaccount of Variable Annuities N/A | Other securities | — | — | $122K | 0.8% | |
| Value Fund Mutual Fund N/A | Other securities | — | — | $112K | 0.8% | |
| EuroPacific Growth Mutual Fund N/A | Other securities | — | — | $92K | 0.6% | |
| Inflation-Linked Bond Subaccount of Variable Annuities N/A | Other securities | — | — | $85K | 0.6% | |
| Access Lifecycle 2055 Mutual Fund N/A | Other securities | — | — | $73K | 0.5% | |
| Lifecycle Index 2065 - Retirement Mutual Fund N/A | Other securities | — | — | $72K | 0.5% | |
| Small Cap Growth I Mutual Fund N/A | Other securities | — | — | $61K | 0.4% | |
| Access Lifecycle 2025 Subaccount of Variable Annuities N/A | Other securities | — | — | $52K | 0.4% | |
| Special S-C Val Mutual Fund N/A | Other securities | — | — | $49K | 0.3% | |
| Access Lifecycle 2050 Subaccount of Variable Annuities N/A | Other securities | — | — | $38K | 0.3% | |
| Access Lifecycle 2030 Subaccount of Variable Annuities N/A | Other securities | — | — | $28K | 0.2% | |
| Notes Receivable from Participants Interest rates range of 4.25 to 9.50% - | Bonds / Notes | — | — | $26K | 0.2% | |
| Access Lifecycle 2015 Subaccount of Variable Annuities N/A | Other securities | — | — | $21K | 0.1% | |
| Lifecycle Index 2015 - Retirement Mutual Fund N/A | Other securities | — | — | $18K | 0.1% | |
| Lifecycle Index 2020 - Retirement Mutual Fund N/A | Other securities | — | — | $13K | <0.1% | |
| Access Lifecycle 2040 Subaccount of Variable Annuities N/A | Other securities | — | — | $8K | <0.1% |
