Back to filter
Original filing (PDF)20251015104357NAL0002162067001
AEROSEAL, LLC
Form 5500
FILING_RECEIVED
AEROSEAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
269
Accounts w/ balance
320
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
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)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 AEROSEAL, LLC.
Plan sponsor
Name
AEROSEAL, LLC
EIN
16-1610439
Address
225 BYERS ROAD, SUITE 1 · MIAMISBURG, OH · 45342
Phone
(937) 428-9300
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FLAGEL, HUBER, FLAGEL & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
25 direct securities · 1 pooled fund· $9.3M(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
$9.0M
25 holdings
Common Collective Trust
$340K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP Retirement 2055 Registered investment company (y) | — | — | — | $1.7M | 18.0% | |
| TRP Retirement 2045 Registered investment company (y) | — | — | — | $1.1M | 12.0% | |
| TRP Retirement 2050 Registered investment company (y) | — | — | — | $1.0M | 10.9% | |
| TRP Equity Index 500 Registered investment company (y) | — | — | — | $934K | 10.0% | |
| TRP Retirement 2035 Registered investment company (y) | — | — | — | $736K | 7.9% | |
| TRP Retirement 2060 Registered investment company (y) | — | — | — | $558K | 6.0% | |
| TRP Retirement 2040 Registered investment company (y) | — | — | — | $545K | 5.8% | |
| TRP Retirement 2030 Registered investment company (y) | — | — | — | $369K | 4.0% | |
| T. ROWE PRICE STABLE VALUE T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $340K | 3.6% | |
| TRP Retirement 2065 Registered investment company (y) | — | — | — | $304K | 3.2% | |
| TRP Growth Stock Registered investment company (y) | — | — | — | $284K | 3.0% | |
| TRP Equity Income Registered investment company (y) | — | — | — | $280K | 3.0% | |
| Vanguard Small Cap Index Registered investment company (y) | — | — | — | $249K | 2.7% | |
| High: 9.50% 0 | — | — | — | $205K | 2.2% | |
| TRP Retirement 2025 Registered investment company (y) | — | — | — | $168K | 1.8% | |
| TRP Communications & Tech Registered investment company (y) | — | — | — | $141K | 1.5% | |
| TRP Retirement 2020 Registered investment company (y) | — | — | — | $140K | 1.5% | |
| TRP International Value Equity Registered investment company (y) | — | — | — | $54K | 0.6% | |
| TRP Extended Equity Market Index Registered investment company (y) | — | — | — | $47K | 0.5% | |
| TRP Retirement Balanced Registered investment company (y) | — | — | — | $45K | 0.5% | |
| TRP Spectrum Income Registered investment company (y) | — | — | — | $34K | 0.4% | |
| TRP Spectrum Diversified Equity Registered investment company (y) | — | — | — | $33K | 0.4% | |
| TRP US High Yield Registered investment company (y) | — | — | — | $18K | 0.2% | |
| TRP Retirement 2015 Registered investment company (y) | — | — | — | $18K | 0.2% | |
| TRP New Era Registered investment company (y) | — | — | — | $9K | <0.1% | |
| TRP Government Money Registered investment company (y) | — | — | — | $2K | <0.1% |
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
MECHANICAL CONCEPTS, LLC
MECHANICAL CONCEPTS, LLC 401K PLAN
$9.3M · 75 participants
HARRISON-ORR AIR CONDITIONING, LLC
HARRISON-ORR AIR CONDITIONING LLC PROFIT SHARING PLAN
$9.3M · 15 participants
FOUR SEASONS HEATING, INC.
FOUR SEASONS HEATING, INC. 401(K) PLAN AND TRUST
$9.3M · 79 participants
ATLAS CAPITAL SERVICES, INC.
ATLAS BUTLER 401(K) PLAN
$9.4M · 142 participants
ATLANTA PLUMBERS & STEAMFITTERS RETIREE
ATLANTA PLUMBERS & STEAMFITTERS RETIREE H&W FUND
$9.3M · 644 participants
AHERN-GROSS, INC.
AHERN-GROSS, INC. 401(K) PROFIT SHARING PLAN
$9.3M · 21 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants