Lee Thomas signed Eagle Aviation Columbia, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eagle Aviation Columbia, LLC's EIN is 92-0998497.
Download the official 2024 Form 5500 (PDF) for Eagle Aviation Columbia, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eagle Aviation Columbia, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADV. | 43-1451524 | — | NONE | $12K | — |
| NEXTCAPITAL GROUP, INC. | — | CHICAGO, IL |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard U.S. Growth Adm Vanguard 0 | Mutual Funds | — | — | $2.1M | 25.2% | |
| MFS Value R6 MFS 0 | Mutual Funds | — | — | $1.5M | 18.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | Common Collective Trusts | — | — | $742K | 8.8% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $453K | 5.3% | |
| T. Rowe Price Mid Cap Growth Inv T. Rowe Price 0 | Other securities | — | — | $448K | 5.3% | |
| MFS Mid Cap Value R6 MFS 0 42 American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $407K | 4.8% | |
| Dodge & Cox Income X Dodge & Cox 0 | Mutual Funds | — | — | $390K | 4.6% | |
| American Funds Cap World Gr & Inc R6 American Funds 0 | Mutual Funds | — | — | $355K | 4.2% | |
| American Eupac R6 American Eupac 0 | Other securities | — | — | $262K | 3.1% | |
| FEDERATED HERMES CAPITAL PRES IS FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $233K | 2.7% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | Mutual Funds | — | — | $210K | 2.5% | |
| Vanguard Wellington Admiral Vanguard 0 | Mutual Funds | — | — | $207K | 2.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $196K | 2.3% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $174K | 2.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | Mutual Funds | — | — | $146K | 1.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $104K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $103K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $96K | 1.1% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $73K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $71K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $61K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $24K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $17K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $17K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $5K |
| — |
