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Original filing (PDF)20251014170223NAL0001682819001
AVIATION SYSTEMS ENGINEERING COMPANY, INC.
Form 5500
FILING_RECEIVED
AVIATION SYSTEMS ENGINEERING COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
530
Accounts w/ balance
653
Plan assets (EOY)
$80.5M
Net assets (EOY)
$80.5M
How this plan invests
This plan
49 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVIATION SYSTEMS ENGINEERING COMPANY, INC..
Plan sponsor
Name
AVIATION SYSTEMS ENGINEERING COMPANY, INC.
EIN
30-0241421
Address
21801 N SHANGRI LA DR STE F · LEXINGTON PARK, MD · 206535502
Phone
(301) 862-1732
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
HEIMLANTZ CPAS & ADVISORS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 41-2016508 | PLYMOUTH, MN | RIA | $54K | — |
| HEIMLANTZ CPAS & ADVISORS, LLC | — | ANNAPOLIS, MD | CPA-ADVISOR | $28K | — |
Investments
49 pooled funds· $79.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SCHWAB S&P 500 INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $7.1M | 8.8% |
| AMER TARGET 2035 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6.9M | 8.6% |
| AMER TARGET 2025 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5.5M | 6.8% |
| AMER TARGET 2040 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4.9M | 6.1% |
| AMER TARGET 2045 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4.7M | 5.9% |
| AMER TARGET 2030 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4.2M | 5.2% |
| VANGUARD GROWTH INDEX FD ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4.2M | 5.2% |
| AMER TARGET 2050 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.9M | 3.6% |
| T ROWE PRICE CAPITAL APPREC FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.9M | 3.6% |
| VANGUARD TTL WRLD STK IDX ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.7M | 3.3% |
| T ROWE PRICE BLUE CHIP GRTH I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.7M | 3.3% |
| VANGUARD TTL STK MRKT INDX AD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.6M | 3.3% |
| T ROWE PRICE HEALTH SCIENCES JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.4M | 3.0% |
| T. ROWE PRICE SCIENCE AND TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.3M | 2.9% |
| METLIFE SV SERIES 25053 CL 0 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.8M | 2.3% |
| VANGUARD LIFESTRAT GROWTH INV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.7M | 2.1% |
| AMER TARGET 2020 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.6M | 2.0% |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.4M | 1.8% |
| AMER TARGET 2055 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.4M | 1.8% |
| VANGUARD SMALL GROWTH ADML JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.4M | 1.8% |
| VANGUARD SM CAP INDEX FD ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.3M | 1.6% |
| VANGUARD LIFESTRAT MOD GRW I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.1M | 1.4% |
| VANGUARD VALUE INDEX FD ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $966K | 1.2% |
| DODGE & COX STOCK I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $965K | 1.2% |
| AMER TARGET 2060 FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $963K | 1.2% |
| JOHN HANCOCK BOND FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $737K | 0.9% |
| MFS AGGRESSIVE GRWTH ALLOC R3 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $724K | 0.9% |
| AMERICAN NEW WORLD FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $668K | 0.8% |
| VANGUARD MID-CAP VAL INDEX ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $636K | 0.8% |
| PARNASSUS CORE EQUITY INST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $594K | 0.7% |
| VANECK INTL INVESTORS GOLD I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $545K | 0.7% |
| VANGUARD INTL GROWTH FUND ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $537K | 0.7% |
| COLUMBIA OVERSEES VAL FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $451K | 0.6% |
| PIMCO INCOME FUND INST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $436K | 0.5% |
| JP MORGAN CORE BOND FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $401K | 0.5% |
| FEDERATED HERMES INT HIYD BD I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $401K | 0.5% |
| DFA US TARGETED VALUE PRT I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $381K | 0.5% |
| DFA INFLATION-PROTECT SECS I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $333K | 0.4% |
| EAGLE MID CAP GROWTH I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $323K | 0.4% |
| PRINCIPAL REAL ESTATE SEC INST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $310K | 0.4% |
| VANGUARD LIFESTRAT CONS GR INV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $303K | 0.4% |
| VANGUARD ENERGY FUND ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $293K | 0.4% |
| PGIM GLOBAL TOT RET R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $242K | 0.3% |
| PIMCO COMM REAL RET STRAT ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $147K | 0.2% |
| VANGUARD FINANCIALS IDX ADM SH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $72K | <0.1% |
| DFA EMERGING MKTS VALUE INST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $69K | <0.1% |
| NYLI INCOME BUILDER I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $62K | <0.1% |
| VANGUARD LIFESTRAT INC INV SH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $53K | <0.1% |
| JPMORGAN US GOVT MMKT CAP CL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $30K | <0.1% |