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Original filing (PDF)20251015153458NAL0005295969001
ALLIED AVIATION SERVICES, INC.
Form 5500
FILING_RECEIVED
ALLIED AVIATION 401(K) SECURITY FUND
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
196
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED AVIATION SERVICES, INC..
Plan sponsor
Name
ALLIED AVIATION SERVICES, INC.
EIN
13-3846270
Address
P.O. BOX 15770 · SARASOTA, FL · 342771770
Phone
(626) 453-6006
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DAVIS, WARD & HOCHMAN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $22K | — |
Investments
26 direct securities · 1 pooled fund· $5.7M(100% 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.
Uncategorized
$5.4M
26 holdings
Common Collective Trust
$269K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Retirement 2030 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $1.1M | 20.2% | |
| Retirement 2025 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $772K | 13.7% | |
| Retirement 2035 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $708K | 12.5% | |
| Retirement 2040 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $448K | 7.9% | |
| Vanguard 500 Index Fund Admiral Shares 812 shares. Mutual fund which is a registered investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $441K | 7.8% | |
| Retirement 2020 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $369K | 6.5% | |
| investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $328K | 5.8% | |
| maturity date, collateral, maturity value or par. a | — | — | — | $269K | 4.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $269K | 4.8% | |
| Retirement 2050 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $199K | 3.5% | |
| Retirement 2045 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $144K | 2.5% | |
| Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $117K | 2.1% | |
| Admiral Shares investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $98K | 1.7% | |
| Shares investment company. There is no maturity date, | — | — | — | $90K | 1.6% | |
| Vanguard Mid-Cap Index Fund Admiral 208 shares. Mutual fund which is a registered investment company. There is no maturity date, | — | — | — | $68K | 1.2% | |
| Vanguard Institutional Target 807 shares. Mutual fund which is a registered Retirement 2060 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $41K | 0.7% | |
| Vanguard Small-Cap Index Fund Admiral 357 shares. Mutual fund which is a registered investment company. There is no maturity date, | — | — | — | $41K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund Admiral 436 shares. Mutual fund which is a registered investment company. There is no maturity date, | — | — | — | $37K | 0.6% | |
| Vanguard Institutional Target 398 shares. Mutual fund which is a registered Retirement 2055 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $22K | 0.4% | |
| Vanguard Institutional Target 553 shares. Mutual fund which is a registered Retirement 2065 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $19K | 0.3% | |
| Vanguard Small-Cap Growth Index Fund Admiral 85 shares. Mutual fund which is a registered investment company. There is no maturity date, | — | — | — | $8K | 0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral 76 shares. Mutual fund which is a registered investment company. There is no maturity date, | — | — | — | $8K | 0.1% | |
| Vanguard Value Index Fund Admiral Shares 110 shares. Mutual fund which is a registered investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $7K | 0.1% | |
| ADM investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $5K | <0.1% | |
| Vanguard Institutional Target 61 shares. Mutual fund which is a registered Retirement 2070 Fund investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Value Index ADM 17 shares. Mutual fund which is a registered investment company. There is no maturity date, | — | — | — | $1K | <0.1% | |
| Vanguard Bal Index Admiral Shares 27 shares. Mutual fund which is a registered investment company. There is no maturity date, rate of interest, collateral, maturity value or par. a | — | — | — | $1K | <0.1% |
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