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Original filing (PDF)20251011050422NAL0008348801001
SPIRIT AEROSYSTEMS HOLDINGS, INC.
Form 5500
FILING_RECEIVED
SPIRIT AEROSYSTEMS HOLDINGS, INC. RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Active participants
7,819
Accounts w/ balance
6,508
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
17 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 58% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPIRIT AEROSYSTEMS HOLDINGS, INC..
Plan sponsor
Name
SPIRIT AEROSYSTEMS HOLDINGS, INC.
EIN
20-2436320
Address
3801 S. OLIVER · WICHITA, KS · 67210
Phone
(316) 523-5730
Industry
Management of Companies / Holdingssee 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
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
ALLEN GIBBS & HOULIK L. C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORD KEEPER | $374K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS LLC | 22-1862786 | — | INVEST ADVISOR | $479K | — |
| CAPFINANCIAL PARTNERS, INC. | 26-0058143 | — | INVESTMENT ADVISOR | $71K | — |
| MERCER | 13-2834414 | — | CONSULTANT | $40K | — |
Investments
10 direct securities · 17 pooled funds· $1.2B(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.
Common Collective Trust
$904.2M
17 holdings
Uncategorized
$320.3M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $236.6M | 19.3% | |
| GALLIARD STABLE VALUE GALLIARD · EIN 46-6209703 / PN 001 | Common Collective Trust | — | — | $181.1M | 14.8% | |
| State Street SSGA Intl Index | — | — | — | $78.1M | 6.4% | |
| SSGA S&P MID CAP 400 INDEX STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $76.9M | 6.3% | |
| JPM LRG Cap Grwth | — | — | — | $72.4M | 5.9% | |
| SSGA TARGET 2030 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 196 | Common Collective Trust | — | — | $71.9M | 5.9% | |
| SSGA PASSIVE BOND MARKET STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 071 | Common Collective Trust | — | — | $54.4M | 4.4% | |
| SSGA TARGET 2040 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 200 | Common Collective Trust | — | — | $51.7M | 4.2% | |
| SSGA RUSSELL 2000 INDEX STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 013 | Common Collective Trust | — | — | $38.7M | 3.2% | |
| Columbia Div Inc | — | — | — | $35.6M | 2.9% | |
| SSGA TARGET 2035 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 198 | Common Collective Trust | — | — | $34.6M | 2.8% | |
| SSGA TARGET 2025 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 194 | Common Collective Trust | — | — | $30.6M | 2.5% | |
| American Fund American Fund Europac Grwth | — | — | — | $30.2M | 2.5% | |
| SSGA TARGET 2050 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 204 | Common Collective Trust | — | — | $28.5M | 2.3% | |
| SSGA TARGET 2020 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 192 | Common Collective Trust | — | — | $24.6M | 2.0% | |
| SSGA TARGET 2045 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 202 | Common Collective Trust | — | — | $24.1M | 2.0% | |
| BlackRock Blkrock Mid-Cap GR EQ | — | — | — | $23.2M | 1.9% | |
| Victory Estab Value | — | — | — | $22.3M | 1.8% | |
| Goldman Sachs GS Bond Inst | — | — | — | $19.5M | 1.6% | |
| SSGA TARGET 2060 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 208 | Common Collective Trust | — | — | $16.2M | 1.3% | |
| Participant Loans Interest rates from 3.25% to 8.50% | — | — | — | $14.8M | 1.2% | |
| SSGA TARGET 2055 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 206 | Common Collective Trust | — | — | $13.9M | 1.1% | |
| Mass Mutual Mass Mutual Sel SM Cap Grwth | — | — | — | $12.9M | 1.1% | |
| Wells Fargo Wells Fargo Spec SM Cap Value | — | — | — | $11.4M | 0.9% | |
| SSGA TIPS INDEX NI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $10.8M | 0.9% | |
| SSGA TARGET INCOME STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 186 | Common Collective Trust | — | — | $6.6M | 0.5% | |
| SSGA TARGET 2065 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 210 | Common Collective Trust | — | — | $3.0M | 0.2% |