Katie Gausepohl signed Netjets Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Netjets Inc.'s EIN is 51-0383060.
Download the official 2024 Form 5500 (PDF) for Netjets Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Netjets Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $213K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY GRW COMP COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $144.6M | 17.3% | |
| FIDELITY GRTH CPNY COMGLD PL 2 | Mutual Funds | — | — | $144.6M | 17.3% | |
| VANGUARD INSTL TOT STKMAR TRST | Mutual Funds | — | — | $131.5M | 15.7% | |
| VFTC TOTAL STOCK MARKET INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-3046114 / PN 001 | Common Collective Trust | — | — | $131.5M | 15.7% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $47.5M | 5.7% | |
| Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $40.3M | 4.8% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $38.8M | 4.6% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $38.7M | 4.6% | |
| VANGUARD EQUITY INCOME ADMIRAL | Mutual Funds | — | — | $35.4M | 4.2% | |
| AMERICAN NEW PERSPECTIVE R6 | Other securities | — | — | $31.8M | 3.8% | |
| VANGUARD RET SAVINGS TRUST II | Mutual Funds | — | — | $31.3M | 3.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $31.3M | 3.7% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $29.8M | 3.6% | |
| DODGE & COX INCOME X | Mutual Funds | — | — | $29.4M | 3.5% | |
| VANGUARD INST TOT INTL ST MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $28.2M | 3.4% | |
| JHCOCK3 DISCIPLINED VAL MCP R6 | Other securities | — | — | $27.8M | 3.3% | |
| VANGUARD INSTL TOTAL BOND MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $23.8M | 2.8% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $23.6M | 2.8% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $20.2M | 2.4% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $16.8M | 2.0% | |
| CARILLON EAGLE MIDCAP GROWTH I | Other securities | — | — | $15.5M | 1.9% | |
| FIDELITY ADV SMALL CAP VALUE Z | Mutual Funds | — | — | $14.8M | 1.8% | |
| KAR SCAP GRTH SUS CIT CL 2 SEI TRUST COMPANY · EIN 47-2579333 / PN 078 | Common Collective Trust | — | — | $14.6M | 1.7% | |
| MFS INTERNATIONAL EQUITY FD 2 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $13.7M | 1.6% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $8.3M | 1.0% | |
| VANGUARD MIDCAP INDEX INSTL | Mutual Funds | — | — | $6.5M | 0.8% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.7% | |
| VANGUARD SM CAP INDEX INSTL | Mutual Funds | — | — | $5.1M | 0.6% | |
| Notes Receivable from Participants | Other securities | — | — | $4.7M | 0.6% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.4% | |
| VFTC TARGET RET INC TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.2% | |
| VANGUARD TARGET RET INCOME GROWTH I | Mutual Funds | — | — | $316K | <0.1% | |
| VFTC TARGETT RET INC & GRWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $316K | <0.1% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $299K | <0.1% | |
| Personal Choice Retirement Account 2 | Self-Directed Brokerage | — | — | $213K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ENVESTNET ASSET MANAGEMENT INC |
| 36-4319587 |
| — |
| NONE |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LCG ASSOCIATES INC | 75-1680350 | — | NONE | $43K | — |
| WHITAKER-MYERS WEALTH MANAGERS | 46-5068404 | — | NONE | $17K | — |
| GBQ PARTNERS LLC | 20-2122306 | — | NONE | $16K | — |
| ABOUND WEALTH MANAGEMENT LLC | 81-4120898 | — | NONE | $12K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $11K | — |
| HAMILTON CAPITAL LLC | 83-3000171 | — | NONE | $8K | — |
| MISSION WEALTH MANAGEMENT LP | 82-3762916 | — | NONE | $6K | — |
| ASSET DEDICATION LLC | 35-1412791 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
