Barbara Brown signed Clay LACY Aviation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clay LACY Aviation's EIN is 95-2653612.
Download the official 2024 Form 5500 (PDF) for Clay LACY Aviation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clay LACY Aviation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $32K | — |
| USI ADVISORS INC | 06-1397347 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $72.8M | 95.0% |
| — |
| ADVISOR |
| $23K |
| — |
