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Original filing (PDF)20251013102339NAL0001696928001
THALES USA, INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN OF THALES ATM, INC.
Defined-benefit pension plan
Signals · 2
50% in single holding~160 bps in Sched C fees
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard Long Term Corp Bond Idx Adm Mutual Fund" is 50% of plan.
- 160 bps in Schedule C fees — 208% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THALES USA, INC..
Plan sponsor
Name
THALES USA, INC.
EIN
06-0938363
Address
2733 S. CRYSTAL DRIVE, SUITE 1200 · ARLINGTON, VA · 22202
Phone
(703) 838-5655
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $66K | — |
| THOMPSON HINE LLP | 34-0575300 | — | NONE | $36K | — |
| CLEARSTEAD ADVISORS LLC | 34-1597728 | — | NONE | $17K | — |
| PICKETT, CHANEY & MCMULLEN LLP | 48-1246310 | — | NONE | $10K | — |
Investments
3 direct securities· $8.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long Term Corp Bond Idx Adm Mutual Fund | — | — | $4.3M | $4.0M | 49.6% | |
| Vanguard Short Term Bond Index Mutual Fund | — | — | $3.4M | $3.4M | 42.4% | |
| First American Government Obligation Fund Money Market | — | — | $641K | $641K | 8.0% |