How big is ATA Aerospace, LLC's plan?

ATA Aerospace, LLC's plan reported $17.3M in assets and 21 participants for 2024.

Original filing (PDF)20251008090937NAL0005314001001

ATA Aerospace, LLC

Name: ATA Aerospace, LLC — ATA Aerospace, LLC 401(k), Form 5500 (2024)
Creator: ATA Aerospace, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ATA Aerospace, LLC 401(k) Retirement Plan

401(k) retirement plan · ATA Aerospace, LLC's ATA Aerospace, LLC 401(k) Retirement Plan held $17.3M in plan assets for 21 participants in 2024, with T. Rowe Price as recordkeeper.

Active participants

Accounts w/ balance

145

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

People on this filing

Anna Bielecki signed ATA Aerospace, LLC's 2024 Form 5500 as plan administrator.

Anna Bielecki — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ATA Aerospace, LLC's EIN is 20-5672118.

EIN 20-5672118

Plan number 002

Plan year 2024

ACK ID 20251008090937NAL0005314001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ATA Aerospace, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ATA Aerospace, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATA AEROSPACE, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

ATA AEROSPACE, LLC

EIN

all filings

Address

801 THOMPSON AVE., SUITE 400 · ROCKVILLE, MD · 20852

Phone

(202) 960-5529

Industry

Engineering Services· Professional & Technical Services

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

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RPS, INC.	52-1309931	—	RECORD KEEPER	$26K	—
TIAA-CREF	13-1624203	—	NONE	$0	—
VANGUARD GROUP	23-1945930	—	NONE	$0	—

Investment manager

Investments

27 direct securities· $17.3M(100% of reported assets)

Other securities

$16.6M

26 holdings

Common Collective Trusts

$726K

1 holding

					% of plan
T. Rowe Price Retirement 2030 Fund Mutual Fund NR	Other securities	—	—	$3.2M	18.7%
T. Rowe Price Retirement 2045 Fund Mutual Fund NR	Other securities	—	—	$2.0M	11.5%
T. Rowe Price Government Money Fund Mutual Fund NR	Other securities	—	—	$1.5M	8.8%
T. Rowe Price Retirement 2025 Fund Mutual Fund NR	Other securities	—	—	$1.3M	7.8%
T. Rowe Price Retirement 2040 Fund Mutual Fund NR	Other securities	—	—	$1.0M	5.9%
T. Rowe Price Retirement 2020 Fund Mutual Fund NR	Other securities	—	—	$933K	5.4%
T. Rowe Price Blue Chip Growth Fund Mutual Fund NR	Other securities	—	—	$875K	5.0%
T. Rowe Price Retirement 2035 Fund Mutual Fund NR	Other securities	—	—	$864K	5.0%
T. Rowe Price Retirement 2050 Fund Mutual Fund NR	Other securities	—	—	$735K	4.2%
T. Rowe Price Total Equity Market Index Fund Mutual Fund NR	Common Collective Trusts	—	—	$726K	4.2%
T. Rowe Price Retirement 2055 Fund Mutual Fund NR	Other securities	—	—	$652K	3.8%
T. Rowe Price Science & Technology Fund Mutual Fund NR	Other securities	—	—	$619K	3.6%
T. Rowe Price Retirement 2060 Fund Mutual Fund NR	Other securities	—	—	$581K	3.4%
T. Rowe Price New Horizons Fund Mutual Fund NR	Other securities	—	—	$435K	2.5%
T. Rowe Price Retirement 2065 Fund Mutual Fund NR	Other securities	—	—	$352K	2.0%
T. Rowe Price Mid-Cap Growth Fund Mutual Fund NR	Other securities	—	—	$252K	1.5%
T. Rowe Price Small-Cap Value Fund Mutual Fund NR	Other securities	—	—	$237K	1.4%
T. Rowe Price Spectrum Diversified Equity Fund Mutual Fund NR	Other securities	—	—	$193K	1.1%
T. Rowe Price Retirement 2015 Fund Mutual Fund NR	Other securities	—	—	$179K	1.0%
T. Rowe Price Equity Income Fund Mutual Fund NR	Other securities	—	—	$177K	1.0%
T. Rowe Price Mid-Cap Value Fund Mutual Fund NR	Other securities	—	—	$88K	0.5%
Cohen & Steers Real Estate Securities Fund Mutual Fund NR	Other securities	—	—	$77K	0.4%
T. Rowe Price New Asia Fund Mutual Fund NR	Other securities	—	—	$45K	0.3%
T. Rowe Price Spectrum Income Fund Mutual Fund NR	Other securities	—	—	$44K	0.3%
T. Rowe Price European Stock Fund Mutual Fund NR	Other securities	—	—	$38K	0.2%
T. Rowe Price High Yield Fund Mutual Fund NR	Other securities	—	—	$38K	0.2%
BlackRock Total Return Fund Mutual Fund NR	Other securities	—	—	$8K	<0.1%