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Original filing (PDF)20251010133432NAL0008234017001
AERO INSTRUMENTS & AVIONICS, INC.
Form 5500
FILING_RECEIVED
AERO INSTRUMENTS & AVIONICS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
100% in single holding
Active participants
89
Accounts w/ balance
153
Plan assets (EOY)
$59.3M
Net assets (EOY)
$59.3M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Cash Money Market" is 100% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AERO INSTRUMENTS & AVIONICS, INC..
Plan sponsor
Name
AERO INSTRUMENTS & AVIONICS, INC.
EIN
16-0961901
Address
3332 WALDEN AVE, SUITE 100 · DEPEW, NY · 14043
Phone
(716) 694-7060
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $59.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cash Money Market | — | — | $59.3M | $59.3M | 99.9% |
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