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Original filing (PDF)20250908105609NAL0019249713002
EXPERIMENTAL AIRCRAFT ASSOCIATION, INC.
Form 5500
FILING_RECEIVED
EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
158
Accounts w/ balance
275
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPERIMENTAL AIRCRAFT ASSOCIATION, INC..
Plan sponsor
Name
EXPERIMENTAL AIRCRAFT ASSOCIATION, INC.
EIN
39-0917537
Address
PO BOX 3086 · OSHKOSH, WI · 549033086
Phone
(920) 426-4852
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
43 direct securities · 1 pooled fund· $14.8M(100% of reported assets)
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.
Uncategorized
$13.9M
42 holdings
Real Estate
$437K
1 holding
Pooled Separate Account
$437K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 500 Idx Adm Mutual Fund N/A | — | — | — | $2.1M | 14.7% | |
| Stock Subaccount of Variable Annuities N/A | — | — | — | $1.5M | 10.2% | |
| Growth Subaccount of Variable Annuities N/A | — | — | — | $909K | 6.3% | |
| Traditional Benefit Responsive Investment Contract N/A | — | — | — | $862K | 6.0% | |
| Traditional Benefit Responsive 2 Investment Contract N/A | — | — | — | $847K | 5.9% | |
| Lifecycle Index 2045 - Retirement Mutual Fund N/A | — | — | — | $734K | 5.1% | |
| Capital Appreciation Mutual Fund N/A | — | — | — | $557K | 3.9% | |
| Total Intl Stk Idx Adm Mutual Fund N/A | — | — | — | $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 | — | — | — | $392K | 2.7% | |
| Lifecycle Index 2060 - Retirement Mutual Fund N/A | — | — | — | $356K | 2.5% | |
| Lifecycle Index 2050 - Retirement Mutual Fund N/A | — | — | — | $356K | 2.5% | |
| Global Equities Subaccount of Variable Annuities N/A | — | — | — | $353K | 2.4% | |
| Lifecycle Index 2035 - Retirement Mutual Fund N/A | — | — | — | $345K | 2.4% | |
| Lifecycle Index 2025 - Retirement Mutual Fund N/A | — | — | — | $336K | 2.3% | |
| Mid Cap Value Mutual Fund N/A | — | — | — | $333K | 2.3% | |
| Lifecycle Index 2055 - Retirement Mutual Fund N/A | — | — | — | $329K | 2.3% | |
| Lifecycle Index 2040 - Retirement Mutual Fund N/A | — | — | — | $315K | 2.2% | |
| Equity Index Subaccount of Variable Annuities N/A | — | — | — | $304K | 2.1% | |
| Money Market Subaccount of Variable Annuities N/A | — | — | — | $245K | 1.7% | |
| Access Lifecycle 2035 Subaccount of Variable Annuities N/A | — | — | — | $224K | 1.5% | |
| Money Market - Retirement Mutual Fund N/A | — | — | — | $224K | 1.5% | |
| Lifecycle Index 2030 - Retirement Mutual Fund N/A | — | — | — | $215K | 1.5% | |
| Social Choice Subaccount of Variable Annuities N/A | — | — | — | $205K | 1.4% | |
| Mid Cap Growth Fund Mutual Fund N/A | — | — | — | $203K | 1.4% | |
| Core Bond Subaccount of Variable Annuities N/A | — | — | — | $191K | 1.3% | |
| Dodge & Cox Income Fund I Mutual Fund N/A | — | — | — | $160K | 1.1% | |
| Access Lifecycle 2045 Subaccount of Variable Annuities N/A | — | — | — | $122K | 0.8% | |
| Value Fund Mutual Fund N/A | — | — | — | $112K | 0.8% | |
| EuroPacific Growth Mutual Fund N/A | — | — | — | $92K | 0.6% | |
| Inflation-Linked Bond Subaccount of Variable Annuities N/A | — | — | — | $85K | 0.6% | |
| Access Lifecycle 2055 Mutual Fund N/A | — | — | — | $73K | 0.5% | |
| Lifecycle Index 2065 - Retirement Mutual Fund N/A | — | — | — | $72K | 0.5% | |
| Small Cap Growth I Mutual Fund N/A | — | — | — | $61K | 0.4% | |
| Access Lifecycle 2025 Subaccount of Variable Annuities N/A | — | — | — | $52K | 0.4% | |
| Special S-C Val Mutual Fund N/A | — | — | — | $49K | 0.3% | |
| Access Lifecycle 2050 Subaccount of Variable Annuities N/A | — | — | — | $38K | 0.3% | |
| Access Lifecycle 2030 Subaccount of Variable Annuities N/A | — | — | — | $28K | 0.2% | |
| Notes Receivable from Participants Interest rates range of 4.25 to 9.50% - | — | — | — | $26K | 0.2% | |
| Access Lifecycle 2015 Subaccount of Variable Annuities N/A | — | — | — | $21K | 0.1% | |
| Lifecycle Index 2015 - Retirement Mutual Fund N/A | — | — | — | $18K | 0.1% | |
| Lifecycle Index 2020 - Retirement Mutual Fund N/A | — | — | — | $13K | <0.1% | |
| Access Lifecycle 2040 Subaccount of Variable Annuities N/A | — | — | — | $8K | <0.1% |
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