Candice Cushing signed Mather Aviation, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mather Aviation, LLC's EIN is 68-0389340.
Download the official 2024 Form 5500 (PDF) for Mather Aviation, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mather Aviation, LLC'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.5M | 86.0% | |
| [Assets held in common collective trust] | Other | — | — | $1.2M | 12.6% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $583K | 5.9% | |
| STATE ST S&P MD CP IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $346K | 3.5% | |
| STATE ST S&P 500 IDX SEC II STATE STREET BANK & TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $296K | 3.0% | |
| [Assets held in participant loans] | Other | — | — | $134K | 1.4% | |
| STATE ST REIT IDX NLS C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $12K | 0.1% | |
| STATE ST US BD IDX SL VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 360 | Common Collective Trust | — | — | $11K | 0.1% |
| $11K |
| — |