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Original filing (PDF)20251015151549NAL0002651715001
BAE INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
BAE INDUSTRIES 401K PLAN
401(k) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
290
Accounts w/ balance
350
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
77
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NORTHERN TRUST S&P INDEX FUND (no filing on disk)]" is 46% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAE INDUSTRIES, INC..
Plan sponsor
Name
BAE INDUSTRIES, INC.
EIN
38-1944452
Address
26020 SHERWOOD AVE · WARREN, MI · 480911252
Phone
(586) 754-3000
Industry
Manufacturingsee all
Plan administrator
Name
MELYNN ZYLKA
EIN
38-1944452
City
WARREN, MI
Phone
(586) 601-4656
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
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | — | $40K | — |
| WATKINS ROSS | 38-1477362 | — | — | $0 | — |
Investments
8 pooled funds· $1.5M(8% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NORTHERN TRUST S&P INDEX FUND VOYA RETIREMENT AND ANNUITY INSURANCE COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $679K | 3.8% | |
| HARBOR CAPITAL APPREC. CIT RET VOYA RETIREMENT AND ANNUITY INSURANCE COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $323K | 1.8% | |
| NORTHERN TRUST SMALL/MID CAP INDEX VOYA RETIREMENT AND ANNUITY INSURANCE COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $243K | 1.4% | |
| MFS MID CAP GROWTH FUND CT VOYA RETIREMENT AND ANNUITY INSURANCE COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $65K | 0.4% | |
| GG EUROPACIFIC GROWTH CT VOYA RETIREMENT AND ANNUITY INSURANCE COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $65K | 0.4% | |
| NORTHERN TRUST AGGREGATE BOND INDEX VOYA RETIREMENT AND ANNUITY INSURANCE COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $64K | 0.4% | |
| MFS LARGE CAP VALUE CIT CT VOYA RETIREMENT AND ANNUITY INSURANCE COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $15K | <0.1% | |
| MFS MID CAP VALUE FUND CT VOYA RETIREMENT AND ANNUITY INSURANCE COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $8K | <0.1% |
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