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Original filing (PDF)20251015103021NAL0008747586001
UNMANNED SYSTEMS INCORPORATED DBA ALBERS AEROSPACE
Form 5500
FILING_RECEIVED
UNMANNED SYSTEMS INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
520
Accounts w/ balance
294
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
12 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNMANNED SYSTEMS INCORPORATED DBA ALBERS AEROSPACE.
Plan sponsor
Name
UNMANNED SYSTEMS INCORPORATED DBA ALBERS AEROSPACE
EIN
27-0056512
Address
6841 VIRGINIA PKWY · PO BOX 103 PMB325 · MCKINNEY, TX · 75071
Phone
(469) 625-8282
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
CALVETTI & FERGUSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $6K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $2K | — |
Investments
19 direct securities · 12 pooled funds· $10.0M(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
$9.4M
19 holdings
Common Collective Trust
$558K
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Trgt Date Retire R6 (i) | — | — | — | $1.3M | 13.4% | |
| American Funds 2030 Trgt Date Retire R6 (i) | — | — | — | $1.3M | 12.9% | |
| American Funds 2040 Trgt Date Retire R6 (i) | — | — | — | $1.2M | 11.7% | |
| Fidelity 500 Index Institutional Prem (i) | — | — | — | $912K | 9.1% | |
| American Funds 2045 Trgt Date Retire R6 (i) | — | — | — | $807K | 8.1% | |
| American Funds 2035 Trgt Date Retire R6 (i) | — | — | — | $613K | 6.1% | |
| American Funds 2025 Trgt Date Retire R6 (i) | — | — | — | $453K | 4.5% | |
| American Funds 2050 Trgt Date Retire R6 (i) | — | — | — | $437K | 4.4% | |
| Fidelity Small Cap Index Instl Prem (i) | — | — | — | $412K | 4.1% | |
| Fidelity Mid Cap Index Instl Prem (i) | — | — | — | $380K | 3.8% | |
| American Funds 2060 Trgt Date Retire R6 (i) | — | — | — | $376K | 3.8% | |
| Fidelity International Index InstlPrm (i) | — | — | — | $331K | 3.3% | |
| American Funds 2015 Trgt Date Retire R6 (i) 869 American Funds 2020 Trgt Date Retire R6 (i) | — | — | — | $284K | 2.8% | |
| American Funds 2065 Trgt Date Retire R6 (i) | — | — | — | $219K | 2.2% | |
| LARGE CAP VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $132K | 1.3% | |
| American Century Large Cap Growth Fund IV R1 (i) | — | — | — | $115K | 1.1% | |
| various maturity dates through 2027. -0- | — | — | — | $111K | 1.1% | |
| Fidelity Inflation-Prot Bd Idx InstlPrm (i) | — | — | — | $105K | 1.1% | |
| PGIM CORE CONSERVATIVE BOND FUND CI GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $102K | 1.0% | |
| MID CAP GROWTH FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $75K | 0.7% | |
| PGIM High Yield R6 (i) | — | — | — | $72K | 0.7% | |
| MID CAP VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $42K | 0.4% | |
| LORD ABBETT SMALL CAP GROWTH EQUITY GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139856 / PN 634 | Common Collective Trust | — | — | $41K | 0.4% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT TRUST COMPANY · EIN 87-6383971 / PN 335 | Common Collective Trust | — | — | $40K | 0.4% | |
| AMERICAN STABLE VALUE AMERICAN STABLE VALUE FUND · EIN 88-2207041 / PN 001 | Common Collective Trust | — | — | $33K | 0.3% | |
| MARTIN CURRIE EMERGING MARKETS CIT GREAT GRAY TRUST COMPANY, LLC · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $32K | 0.3% | |
| INTERNATIONAL GROWTH FUND II GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $26K | 0.3% | |
| PIONEER BOND FUND TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $17K | 0.2% | |
| American Funds 2010 Trgt Date Retire R6 (i) | — | — | — | $12K | 0.1% | |
| PGIM SELECT REAL ESTATE FUND CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264543 / PN 706 | Common Collective Trust | — | — | $9K | <0.1% | |
| JANUS HENDERSON DEVELOPED WORLD BON GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139850 / PN 628 | Common Collective Trust | — | — | $9K | <0.1% |
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