Back to filter
Original filing (PDF)20251014111612NAL0003747920001
AVESHKA, INC.
Form 5500
FILING_RECEIVED
AVESHKA, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
100
Accounts w/ balance
215
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
20 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVESHKA, INC..
Plan sponsor
Name
AVESHKA, INC.
EIN
27-2056047
Address
1900 GALLOWS ROAD · VIENNA, VA · 22182
Phone
(571) 814-5700
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $37K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| MACQUARIE MID CAP GROWTH R6 | — | OAKS, PA | NONE | $0 | — |
| STANDISH, AYER & WOOD INVESTMENT TR | — | BOSTON, MA | NONE | $0 | — |
Investments
20 direct securities· $7.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRT TRP 2045 TRT R1 MUTUAL FUND | — | — | — | $1.3M | 18.2% | |
| GREAT GRAY TRT TRP 2050 TRT R1 MUTUAL FUND | — | — | — | $1.0M | 13.7% | |
| GREAT GRAY TRT TRP 2040 TRT R1 MUTUAL FUND | — | — | — | $880K | 12.0% | |
| GREAT GRAY TRT TRP 2055 TRT R1 MUTUAL FUND | — | — | — | $652K | 8.9% | |
| GREAT GRAY TRT TRP 2030 TRT R1 MUTUAL FUND | — | — | — | $592K | 8.1% | |
| GREAT GRAY TRT TRP 2035 TRT R1 MUTUAL FUND | — | — | — | $570K | 7.8% | |
| VANGUARD 500 INDEX ADMIRAL MUTUAL FUND | — | — | — | $543K | 7.4% | |
| GREAT GRAY TRT TRP 2025 TRT R1 MUTUAL FUND | — | — | — | $509K | 6.9% | |
| COLUMBIA DIVIDEND INCOME INSTL3 MUTUAL FUND | — | — | — | $495K | 6.7% | |
| GREAT GRAY TRT TRP 2060 TRT R1 MUTUAL FUND | — | — | — | $188K | 2.6% | |
| T. ROWE PRICE GOVERNMENT MONEY I INTEREST BEARING CASH | — | — | — | $124K | 1.7% | |
| VANGUARD TOTAL STOCK MKT IDX ADM MUTUAL FUND | — | — | — | $114K | 1.6% | |
| GREAT GRAY TRT TRP 2020 TRT R1 MUTUAL FUND | — | — | — | $96K | 1.3% | |
| VANGUARD MID-CAP VALUE INDEX ADMI MUTUAL FUND 457 VANGUARD INFORMATION TECHNOLOGY I MUTUAL FUND | — | — | — | $86K | 1.2% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 8.75% - 9.50% | — | — | — | $51K | 0.7% | |
| VANGUARD TOTAL BOND MKT INDEX MUTUAL FUND | — | — | — | $49K | 0.7% | |
| GREAT GRAY TRT TRP 2015 TRT R1 MUTUAL FUND | — | — | — | $16K | 0.2% | |
| GREAT GRAY TRT TRP 2005 TRT R1 MUTUAL FUND | — | — | — | $16K | 0.2% | |
| GREAT GRAY TRT TRP 2065 TRT R1 MUTUAL FUND | — | — | — | $15K | 0.2% | |
| VANGUARD FTSE SOCIAL INDEX FUND A MUTUAL FUND | — | — | — | $4K | <0.1% |