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Original filing (PDF)20250926070915NAL0010581200001
AVMAC, LLC
Form 5500
FILING_RECEIVED
AVMAC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
275
Accounts w/ balance
303
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVMAC, LLC.
Plan sponsor
Name
AVMAC, LLC
EIN
27-0432998
Address
409 INNOVATION DR. · CHESAPEAKE, VA · 233203866
Phone
(757) 995-2029
Industry
Transportation & Warehousingsee 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
2025-09-26
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WALL, EINHORN & CHERNITZER, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $18K | — |
Investments
24 direct securities · 1 pooled fund· $7.7M(99% 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
$7.7M
24 holdings
Common Collective Trust
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Select Technology Portfolio | — | — | — | $1.2M | 15.0% | |
| T. Rowe Price T. Rowe Price Communications & Tech Fund | — | — | — | $757K | 9.7% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2035 Fund | — | — | — | $756K | 9.7% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2025 Fund | — | — | — | $731K | 9.3% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2030 Fund | — | — | — | $667K | 8.5% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2055 Fund | — | — | — | $619K | 7.9% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2060 Fund | — | — | — | $571K | 7.3% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2050 Fund | — | — | — | $525K | 6.7% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund | — | — | — | $462K | 5.9% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2045 Fund | — | — | — | $373K | 4.8% | |
| American Funds American Funds American Balanced Fund | — | — | — | $358K | 4.6% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2020 Fund | — | — | — | $289K | 3.7% | |
| MFS Growth Fund | — | — | — | $94K | 1.2% | |
| MFS Mid Cap Value Fund | — | — | — | $82K | 1.0% | |
| T. Rowe Price T. Rowe Price Health Sciences Fund | — | — | — | $75K | 1.0% | |
| Vanguard Group, Inc. Vanguard Equity-Income Fund | — | — | — | $49K | 0.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $39K | 0.5% | |
| T. Rowe Price T. Rowe Price Financial Services Fund | — | — | — | $37K | 0.5% | |
| Fidelity 500 Index Fund | — | — | — | $35K | 0.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $21K | 0.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $10K | 0.1% | |
| Eagle Series Trust Carillon Eagle Mid Cap Growth Fund | — | — | — | $7K | <0.1% | |
| Fidelity International Index Fund | — | — | — | $4K | <0.1% | |
| Vanguard Group, Inc. Vanguard Inflation-Protected Securities Fund | — | — | — | $2K | <0.1% | |
| METLIFE STABLE VALUE 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1K | <0.1% |