Original filing (PDF)20250801182517NAL0007409313001

AVION SOLUTIONS, INC.

Name: AVION SOLUTIONS, INC. — AVION SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: AVION SOLUTIONS, INC.

Form 5500

FILING_RECEIVED

AVION SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

72% in single holdingNo recordkeeper disclosed

Active participants

267

Accounts w/ balance

277

Plan assets (EOY)

$57.1M

Net assets (EOY)

$49.1M

How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

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

Plan sponsor

Name

AVION SOLUTIONS, INC.

EIN

43-1596397

Address

4905 RESEARCH DRIVE NW · HUNTSVILLE, AL · 358055905

Phone

(256) 721-7006

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-08-01

Pension benefit codes

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

ANGLIN REICHMANN ARMSTRONG, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 direct securities· $57.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Avion Solutions, Inc.	—	—	$5.8M	$41.0M	71.7%
Avion Solutions, Inc.	—	—	$8.0M	$16.1M	28.2%
Morgan Stanley	—	—	$42K	$42K	<0.1%

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