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Original filing (PDF)20251015194546NAL0011281138001
AKIMA, LLC
Form 5500
FILING_RECEIVED
AKIMA, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
10,186
Accounts w/ balance
11,984
Plan assets (EOY)
$554.7M
Net assets (EOY)
$554.7M
How this plan invests
This plan
3 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)
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
- 23 bps in Schedule C fees — 287% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AKIMA, LLC.
Plan sponsor
Name
AKIMA, LLC
EIN
27-0072039
Address
2553 DULLES VIEW DRIVE SUITE 700 · HERNDON, VA · 201713247
Phone
(571) 323-5200
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
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)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $951K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS .00 LLC | 47-1411118 | — | INVESTMENT ADVISOR | $284K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | NEW CASTLE, PA | NONE | $51K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $200 | — |
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $60 | — |
| LINCOLN FINANCIAL ADVISORS CORPORAT | 35-1151034 | — | NONE | $0 | — |
Investments
29 direct securities · 3 pooled funds· $591.1M(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
$543.6M
29 holdings
Pooled Separate Account
$47.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds - 2030 Target Date Mutual Fund N/R | — | — | — | $55.8M | 10.1% | |
| American Funds - 2035 Target Date Mutual Fund N/R | — | — | — | $51.3M | 9.2% | |
| American Funds - 2040 Target Date Mutual Fund N/R | — | — | — | $45.0M | 8.1% | |
| American Funds - 2045 Target Date Mutual Fund N/R | — | — | — | $38.8M | 7.0% | |
| Fidelity - 500 Index Fund Mutual Fund N/R | — | — | — | $38.5M | 6.9% | |
| Prudential - (T. Rowe Price) Pooled Separate Account N/R | — | — | — | $36.5M | 6.6% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $36.5M | 6.6% | |
| American Funds - 2025 Target Date Mutual Fund N/R | — | — | — | $35.8M | 6.4% | |
| Prudential - Guaranteed Income Fund Fully benefit responsive investment N/R | — | — | — | $35.5M | 6.4% | |
| American Funds - 2050 Target Date Mutual Fund N/R | — | — | — | $31.7M | 5.7% | |
| American Funds - 2055 Target Date Mutual Fund N/R | — | — | — | $24.5M | 4.4% | |
| Vanguard - Equity-Income Fund Mutual Fund N/R | — | — | — | $18.8M | 3.4% | |
| American Funds - 2060 Target Date Mutual Fund N/R | — | — | — | $14.8M | 2.7% | |
| contract * Participant Loans Interest rates: 4.25% - 9.5% $0 | — | — | — | $13.9M | 2.5% | |
| Capital Group Europacific Growth Pooled Separate Account N/R | — | — | — | $12.9M | 2.3% | |
| American Funds - 2020 Target Date Mutual Fund N/R | — | — | — | $11.2M | 2.0% | |
| Janus Henderson - Enterprise Mutual Fund N/R | — | — | — | $9.4M | 1.7% | |
| Victory Sycamore - Established Value Mutual Fund N/R | — | — | — | $7.5M | 1.4% | |
| Fidelity - Mid Cap Index Mutual Fund N/R | — | — | — | $7.4M | 1.3% | |
| Fidelity - U.S. Bond Index Mutual Fund N/R | — | — | — | $7.2M | 1.3% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $7.1M | 1.3% | |
| American Funds - 2065 Target Date Mutual Fund N/R | — | — | — | $6.9M | 1.2% | |
| Invesco Discovery R6 Mutual Fund N/R | — | — | — | $6.2M | 1.1% | |
| JPMorgan - Small Cap Value Mutual Fund N/R | — | — | — | $5.8M | 1.0% | |
| Fidelity - Small Cap Index Mutual Fund N/R | — | — | — | $5.6M | 1.0% | |
| Invesco Developing Markets R6 Mutual Fund N/R | — | — | — | $5.2M | 0.9% | |
| American Funds - 2015 Target Date Mutual Fund N/R | — | — | — | $4.1M | 0.7% | |
| Fidelity - International Index Mutual Fund N/R | — | — | — | $4.0M | 0.7% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $3.9M | 0.7% | |
| American Funds - 2010 Target Date Mutual Fund N/R | — | — | — | $3.7M | 0.7% | |
| Self-Directed Brokerage Accounts Various N/R | — | — | — | $3.0M | 0.5% | |
| Blackrock - Global Allocation Mutual Fund N/R | — | — | — | $2.8M | 0.5% |
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