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Original filing (PDF)20251015170033NAL0002786131001
FINCANTIERI MARINE SYSTEMS NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
FINCANTIERI MARINE SYSTEMS NORTH AMERICA, INC. 401(K) SAFE HARBOR PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
209
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
8 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINCANTIERI MARINE SYSTEMS NORTH AMERICA, INC..
Plan sponsor
Name
FINCANTIERI MARINE SYSTEMS NORTH AMERICA, INC.
EIN
06-1062881
Address
800 PRINCIPAL COURT, SUITE C · CHESAPEAKE, VA · 23320
Phone
(757) 548-6000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT & HOLLAND, LLP | — | VIRGINIA BEACH, VA | CONTRACT ADMIN | $0 | — |
Investments
19 direct securities · 8 pooled funds· $8.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.7M
19 holdings
Pooled Separate Account
$2.5M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Fundamental Investors Mutual Fund | — | — | — | $877K | 10.7% | |
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $688K | 8.4% | |
| American Funds 2030 Target Date Mutual Fund | — | — | — | $650K | 8.0% | |
| American Funds 2040 Target Date Mutual Fund | — | — | — | $646K | 7.9% | |
| American Funds 2035 Target Date Mutual Fund | — | — | — | $621K | 7.6% | |
| American Funds 2025 Target Date Mutual Fund | — | — | — | $489K | 6.0% | |
| MM S&P 500 INDEX I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $466K | 5.7% | |
| American Funds 2050 Target Date Mutual Fund | — | — | — | $430K | 5.3% | |
| MASSMUTUAL SMALL CAP OPPS I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $326K | 4.0% | |
| MASSMUTUAL GLOBAL I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $314K | 3.8% | |
| American Funds 2060 Target Date Mutual Fund | — | — | — | $301K | 3.7% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $285K | 3.5% | |
| MassMutual General Account Guaranteed Investment Contract | — | — | — | $281K | 3.4% | |
| Participant Loans Bearing Interest at 5.25%-10.5% - | — | — | — | $265K | 3.2% | |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $263K | 3.2% | |
| American Funds 2055 Target Date Mutual Fund | — | — | — | $257K | 3.1% | |
| American Funds 2015 Target Date Mutual Fund | — | — | — | $219K | 2.7% | |
| American Funds 2010 Target Date Mutual Fund | — | — | — | $187K | 2.3% | |
| American Funds 2045 Target Date Mutual Fund | — | — | — | $179K | 2.2% | |
| American Funds 2020 Target Date Mutual Fund | — | — | — | $123K | 1.5% | |
| MASSMUTUAL CORE BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $104K | 1.3% | |
| MFS Technology Mutual Fund | — | — | — | $68K | 0.8% | |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $47K | 0.6% | |
| Invesco Global Opportunities Mutual Fund | — | — | — | $42K | 0.5% | |
| Blackrock Health Sciences Opps Mutual Fund | — | — | — | $20K | 0.2% | |
| Brandywineglobal - Global Opps Bond Mutual Fund | — | — | — | $11K | 0.1% | |
| American Funds New World Mutual Fund | — | — | — | $1K | <0.1% |