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Original filing (PDF)20251015191714NAL0010910514001
CADENCE AEROSPACE
Form 5500
FILING_RECEIVED
VERUS AEROSPACE 401(K) PLAN
401(k) retirement plan
Active participants
458
Accounts w/ balance
701
Plan assets (EOY)
$45.8M
Net assets (EOY)
$45.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CADENCE AEROSPACE.
Plan sponsor
Name
CADENCE AEROSPACE
EIN
27-1584529
Address
3150 E MIRALOMA AVE · ANAHEIM, CA · 92806
Phone
(949) 877-3631
Industry
Manufacturingsee 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
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$69K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECEPT ADVISORY GROUP | 56-1623293 | — | INVESTMENT ADVISOR | $44K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
Investments
29 direct securities · 1 pooled fund· $45.8M(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
$44.3M
29 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund | — | — | — | $6.3M | 13.7% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $5.7M | 12.3% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $5.3M | 11.6% | |
| Fidelity Investments 500 Index Fund | — | — | — | $4.6M | 10.0% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $2.7M | 6.0% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $2.5M | 5.4% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $2.4M | 5.1% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $2.3M | 4.9% | |
| PIMCO STABLE INC 2 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $1.5M | 3.4% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $1.4M | 3.1% | |
| Putnam Large Cap Value Fund | — | — | — | $1.4M | 3.0% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $1.2M | 2.6% | |
| Dodge & Cox Dodge & Cox Income Fund Class I | — | — | — | $978K | 2.1% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $864K | 1.9% | |
| Notes Receivable from Participants * Participant Loans Interest rates ranging from 4.25% - 10.50% - | — | — | — | $759K | 1.7% | |
| Fidelity Investments Global Ex US Index Fund | — | — | — | $726K | 1.6% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $673K | 1.5% | |
| MFS International Diversification Fund | — | — | — | $641K | 1.4% | |
| PGIM High Yield Fund | — | — | — | $626K | 1.4% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $499K | 1.1% | |
| Franklin Small-Midcap Growth A Fund | — | — | — | $428K | 0.9% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $416K | 0.9% | |
| i-Shares Russell 2000 Small-Cap Index Fund | — | — | — | $348K | 0.8% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $316K | 0.7% | |
| Baron Small Cap Fund | — | — | — | $298K | 0.7% | |
| Undiscovered Managers Behavioral Value Fund | — | — | — | $259K | 0.6% | |
| party interest, collateral, par, or maturity value Cost Current Value Registered Investment Companies American Funds 2010 Target Date Retirement Fund | — | — | — | $237K | 0.5% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $213K | 0.5% | |
| PIMCO Income Fund | — | — | — | $203K | 0.4% | |
| Money Market Fund * Fidelity Investments Government Money Market Fund | — | — | — | $116K | 0.3% |
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