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Original filing (PDF)20240403111149NAL0017153808001

META SPECIAL AEROSPACE, LLC

Form 5500
FILING_RECEIVED
META SPECIAL AEROSPACE, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 4.6 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
83
/ 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
82
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 4.6 months past the 10.5-month grace window.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for META SPECIAL AEROSPACE, LLC.
Plan sponsor
Name
META SPECIAL AEROSPACE, LLC
EIN
20-3729323
Address
170 TWINING ROSE LANE · HOLLY RIDGE, NC · 28445
Phone
(202) 258-8302
Industry
Manufacturingsee all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
WEST JORDAN, UT
Phone
(800) 274-0503
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-04-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH CARNEY & CO, PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
NATIONWIDE31-4156830RECORD KEEPER$45K
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
ROYAL ALLIANCE ASSOCIATES INC93-0987232INVESTMENT ADVISOR$45K
BRINKER CAPITAL INVESTMENTS13-4109249INVESTMENT ADVISOR$14K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.