Original filing (PDF)20250521162536NAL0001926323001

GREENWICH AEROGROUP, INC.

Name: GREENWICH AEROGROUP, INC. — GREENWICH AEROGROUP, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: GREENWICH AEROGROUP, INC.

Form 5500

FILING_RECEIVED

GREENWICH AEROGROUP, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

681

Accounts w/ balance

873

Plan assets (EOY)

$55.4M

Net assets (EOY)

$55.4M

How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENWICH AEROGROUP, INC..

Plan sponsor

Name

GREENWICH AEROGROUP, INC.

EIN

33-1151331

Address

475 STEAMBOAT ROAD · GREENWICH, CT · 06830

Phone

(571) 919-4042

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

2025-05-21

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

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC ADVISORS	—	PLANTATION, FL	N/A	$77K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SENTINEL BENEFITS GROUP, INC.	04-3015875	—	N/A	$87K	—

Investments

44 direct securities · 1 pooled fund· $56.6M(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.

Other securities

$53.5M

41 holdings

Common Collective Trusts

$1.2M

1 holding

Common Collective Trust

$1.2M

1 holding

Bonds / Notes

$522K

1 holding

Cash / Money Market

$202K

1 holding

					% of plan
Blackrock 80/20 Target Allocation Fund "	Other securities	—	—	$8.6M	15.5%
Fidelity 500 Index Fund "	Other securities	—	—	$8.0M	14.4%
Blackrock 60/40 Target Allocation Fund "	Other securities	—	—	$6.4M	11.6%
American Funds 2035 Target Date Retirement Fund "	Other securities	—	—	$3.5M	6.3%
Fidelity Contrafund "	Other securities	—	—	$3.2M	5.7%
American Funds 2030 Target Date Retirement Fund "	Other securities	—	—	$2.8M	5.0%
American Funds 2045 Target Date Retirement Fund "	Other securities	—	—	$2.2M	4.1%
American Funds 2025 Target Date Retirement Fund "	Other securities	—	—	$2.0M	3.6%
American Funds 2050 Target Date Retirement Fund "	Other securities	—	—	$1.8M	3.3%
American Funds 2040 Target Date Retirement Fund "	Other securities	—	—	$1.7M	3.1%
BNY Mellon Natural Resources Fund "	Other securities	—	—	$1.2M	2.2%
MetLife GAC Series 25053 CL 68 Common collective trust	Common Collective Trusts	—	—	$1.2M	2.2%
RELIANCE TRUST STABLE VAL SER 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$1.2M	2.2%
American Funds 2055 Target Date Retirement Fund "	Other securities	—	—	$1.1M	2.1%
Vanguard Health Care Index Fund "	Other securities	—	—	$1.1M	2.0%
American Funds 2060 Target Date Retirement Fund "	Other securities	—	—	$1.1M	2.0%
Blackrock 40/60 Target Allocation Fund "	Other securities	—	—	$855K	1.5%
Vanguard Utilities Index Fund "	Other securities	—	—	$698K	1.3%
Fidelity Mid Cap Index Fund "	Other securities	—	—	$638K	1.2%
PGIM High Yield Fund "	Other securities	—	—	$528K	1.0%
Participant Loans (4.25%-9.50%) -	Bonds / Notes	—	—	$522K	0.9%
Fidelity U.S. Bond Index Fund "	Other securities	—	—	$495K	0.9%
American Funds 2065 Target Date Retirement Fund "	Other securities	—	—	$488K	0.9%
American Funds 2020 Target Date Retirement Fund "	Other securities	—	—	$444K	0.8%
Fidelity Global Ex U.S. Index Fund "	Other securities	—	—	$407K	0.7%
Fidelity Emerging Markets Fund "	Other securities	—	—	$383K	0.7%
Dodge & Cox Stock Fund "	Other securities	—	—	$378K	0.7%
Fidelity Worldwide Fund "	Other securities	—	—	$378K	0.7%
Carillon Eagle Mid Cap Growth Fund "	Other securities	—	—	$371K	0.7%
Fidelity Small Cap Index Fund "	Other securities	—	—	$329K	0.6%
Vanguard Small Cap Growth Index Fund "	Other securities	—	—	$316K	0.6%
Fidelity Total Market Index Fund "	Other securities	—	—	$310K	0.6%
Vanguard Small-Cap Value Index Fund "	Other securities	—	—	$297K	0.5%
Fidelity Adv. Intl Growth Cl Z "	Other securities	—	—	$234K	0.4%
Fidelity Government Cash Reserves Mutual fund	Cash / Money Market	—	—	$202K	0.4%
Invesco Small Cap Growth Fund "	Other securities	—	—	$200K	0.4%
T. Rowe Price International Discovery Fund "	Other securities	—	—	$155K	0.3%
Blackrock 20/80 Target Allocation Fund "	Other securities	—	—	$150K	0.3%
JPMorgan Core Plus Bond Fund "	Other securities	—	—	$113K	0.2%
Cohen & Steers Real Estate Securities Fund "	Other securities	—	—	$106K	0.2%
PIMCO Commodity Real Return Fund "	Other securities	—	—	$76K	0.1%
Fidelity Inflation-Protected Bond Index Fund "	Other securities	—	—	$67K	0.1%
American Beacon International Equity Fund "	Other securities	—	—	$52K	<0.1%
Principal MidCap Value Fund "	Other securities	—	—	$42K	<0.1%
Janus Henderson Developed World Bond Fund "	Other securities	—	—	$37K	<0.1%