John Lee signed Universal Weather and Aviation, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Weather and Aviation, LLC's EIN is 75-1039736.
Download the official 2024 Form 5500 (PDF) for Universal Weather and Aviation, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universal Weather and Aviation, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $66K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Investments Contrafund K6 | Mutual Funds | — | — | $17.1M | 15.8% | |
| T.Rowe Price Retirement 2030 Fund K | Other securities | — | — | $11.7M | 10.8% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $11.7M | 10.8% | |
| T.Rowe Price Retirement 2035 Fund K | Other securities | — | — | $10.3M | 9.5% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $10.3M | 9.5% | |
| T.Rowe Price Retirement 2045 Fund K | Other securities | — | — | $7.7M | 7.1% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $7.7M | 7.1% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $7.5M | 6.9% | |
| T.Rowe Price Retirement 2040 Fund K | Other securities | — | — | $7.1M | 6.6% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $7.1M | 6.6% | |
| Fidelity Brokerage Services Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $6.6M | 6.0% | |
| T.Rowe Price Retirement 2025 Fund K | Other securities | — | — | $5.5M | 5.1% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.5M | 5.1% | |
| T.Rowe Price Retirement 2050 Fund K | Other securities | — | — | $5.1M | 4.7% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.1M | 4.7% | |
| TRP STABLE VALUE T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.8M | 4.4% | |
| T.Rowe Price Retirement 2055 Fund K | Other securities | — | — | $3.6M | 3.3% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.3% | |
| MFS International Growth International Growth Fund Class R3 | Mutual Funds | — | — | $2.9M | 2.7% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | — | $2.6M | 2.4% | |
| Carillon Eagle Mid Cap Growth A | Other securities | — | — | $2.4M | 2.2% | |
| John Hancock Disciplined Value Mid-Cap Fund R6 | Other securities | — | — | $2.4M | 2.2% | |
| Participant loans Notes receivable from participants bearing interest at rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.7M | 1.6% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $1.5M | 1.4% | |
| Principal Funds Small-Cap Growth Class I Fund R6 | Other securities | — | — | $1.5M | 1.4% | |
| T.Rowe Price Retirement 2060 Fund K | Other securities | — | — | $1.5M | 1.4% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.4% | |
| American Beacon Small Cap Value Fund Class R5 | Other securities | — | — | $1.3M | 1.2% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.2M | 1.1% | |
| T.Rowe Price Retirement 2020 Fund K | Other securities | — | — | $691K | 0.6% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $691K | 0.6% | |
| Fidelity Investments Extended Market Index Fund | Common Collective Trusts | — | — | $553K | 0.5% | |
| T.Rowe Price Retirement 2065 Fund K | Other securities | — | — | $433K | 0.4% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $433K | 0.4% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $413K | 0.4% | |
| T.Rowe Price Retirement 2015 Fund K | Other securities | — | — | $157K | 0.1% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $157K | 0.1% | |
| T.Rowe Price Retirement 2005 Fund K | Other securities | — | — | $99K | <0.1% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $99K | <0.1% | |
| Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $41K | <0.1% | |
| T.Rowe Price Retirement 2010 Fund K | Other securities | — | — | $4K | <0.1% | |
| TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| TRP RETIRE 2035 J T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAM, LANGSTON & BREZINA, LLP | 76-0448495 | — | AUDITOR | $18K | — |
