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Original filing (PDF)20251006181026NAL0002280163001
LEONARDO DRS, INC.
Form 5500
FILING_RECEIVED
LEONARDO DRS, INC. PENSION VALUE PLAN
Defined-benefit pension plan
Active participants
17
Accounts w/ balance
—
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 53 bps in Schedule C fees — 83% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEONARDO DRS, INC..
Plan sponsor
Name
LEONARDO DRS, INC.
EIN
13-2632319
Address
2345 CRYSTAL DRIVE, SUITE 1000 · ARLINGTON, VA · 22202
Phone
(571) 447-4645
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUBIN BROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $51K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $33K | — |
| RUBIN BROWN LLP | 43-0765316 | — | NONE | $15K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $12K | — |
| DEGANN CONSULTING, LLC | — | NEW YORK, NY | NONE | $8K | — |
Investments
1 pooled fund· $22.2M(99% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LEONARDO DRS MASTER TRUST LEONARDO DRS, INC. · EIN 46-6867042 / PN 201 | Master Trust | $22.2M | 99.0% |
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