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Original filing (PDF)20250707064913NAL0005008064001
BOEING INTELLIGENCE & ANALYTICS
Form 5500
FILING_RECEIVED
BOEING INTELLIGENCE & ANALYTICS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
589
Accounts w/ balance
827
Plan assets (EOY)
$101.9M
Net assets (EOY)
$101.9M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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
- 19 bps in Schedule C fees — 94% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOEING INTELLIGENCE & ANALYTICS.
Plan sponsor
Name
BOEING INTELLIGENCE & ANALYTICS
EIN
27-0004739
Address
131 NATIONAL BUSINESS PARKWAY · SUITE 120 · ANNAPOLIS JUNCTION, MD · 20701
Phone
(301) 543-1412
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | INVESTMENT ADVISOR | $132K | — |
Investments
43 direct securities · 1 pooled fund· $102.8M(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
$101.9M
43 holdings
Common Collective Trust
$933K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $13.4M | 13.1% | |
| Vanguard Institutional Target Retirement 2035 Fund Mutual fund | — | — | — | $11.2M | 11.0% | |
| Vanguard Institutional Target Retirement 2040 Fund Mutual fund | — | — | — | $10.5M | 10.3% | |
| Vanguard Institutional Target Retirement 2030 Fund Mutual fund | — | — | — | $8.0M | 7.8% | |
| Vanguard Institutional Target Retirement 2045 Fund Mutual fund | — | — | — | $6.1M | 6.0% | |
| Vanguard Institutional Target Retirement 2050 Fund Mutual fund | — | — | — | $5.6M | 5.5% | |
| Vanguard Institutional Target Retirement 2025 Fund Mutual fund | — | — | — | $5.5M | 5.4% | |
| Fidelity Contrafund Fund Mutual fund | — | — | — | $4.2M | 4.1% | |
| Vanguard Institutional Target Retirement 2055 Fund Mutual fund | — | — | — | $4.2M | 4.1% | |
| Vanguard Institutional Target Retirement 2060 Fund Mutual fund | — | — | — | $4.1M | 4.0% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $2.6M | 2.5% | |
| Calvert Equity Fund Mutual fund | — | — | — | $2.5M | 2.5% | |
| MFS International Intrinsic Value Fund Mutual fund | — | — | — | $1.9M | 1.9% | |
| T. Rowe Price Health Sciences Fund Mutual fund | — | — | — | $1.9M | 1.9% | |
| Fidelity Government Money Market Fund Money market fund | — | — | — | $1.7M | 1.6% | |
| Vanguard Institutional Target Retirement 2020 Fund Mutual fund | — | — | — | $1.6M | 1.6% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $1.4M | 1.4% | |
| Columbia Dividend Income Fund Mutual fund | — | — | — | $1.2M | 1.2% | |
| Janus Henderson VIT Enterprise Portfolio Fund Mutual fund | — | — | — | $1.2M | 1.2% | |
| maturing through August 2034 | — | — | — | $1.2M | 1.1% | |
| American Century Small Cap Growth Fund Mutual fund | — | — | — | $1.1M | 1.1% | |
| Vanguard Equity Income Fund Mutual fund | — | — | — | $1.1M | 1.1% | |
| Vanguard Institutional Target Retirement 2065 Fund Mutual fund | — | — | — | $1000K | 1.0% | |
| Fidelity Managed Income Portfolio Fund Collective trust fund | — | — | — | $933K | 0.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $933K | 0.9% | |
| Vanguard Institutional Target Retirement Income Fund Mutual fund | — | — | — | $926K | 0.9% | |
| Victory Sycamore Small Company Opportunity Fund Mutual fund | — | — | — | $837K | 0.8% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $661K | 0.6% | |
| JPMorgan Mid Cap Value Fund Mutual fund | — | — | — | $614K | 0.6% | |
| PIMCO Income Fund Mutual fund | — | — | — | $610K | 0.6% | |
| Columbia Total Return Bond Fund Mutual fund | — | — | — | $528K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $476K | 0.5% | |
| Vanguard Industrials Index Fund Mutual fund | — | — | — | $473K | 0.5% | |
| First Eagle Global Fund Mutual fund | — | — | — | $460K | 0.5% | |
| Fidelity Emerging Markets Index Fund Mutual fund | — | — | — | $436K | 0.4% | |
| PGIM High-Yield Fund Mutual fund | — | — | — | $399K | 0.4% | |
| Vanguard Real Estate Index Fund Mutual fund | — | — | — | $260K | 0.3% | |
| Lord Abbett Short Duration Income Fund Mutual fund | — | — | — | $241K | 0.2% | |
| JPMorgan Emerging Markets Equity Fund Mutual fund | — | — | — | $233K | 0.2% | |
| American Funds Capital Income Builder Fund Mutual fund | — | — | — | $189K | 0.2% | |
| Vanguard Financials Index Fund Mutual fund | — | — | — | $158K | 0.2% | |
| Vanguard Intermediate-Term Treasury Fund Mutual fund | — | — | — | $157K | 0.2% | |
| William Blair International Leaders Fund Mutual fund | — | — | — | $141K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual fund | — | — | — | $62K | <0.1% |