Back to filter
Original filing (PDF)20251015145950NAL0002503235001
AEYON LLC
Form 5500
FILING_RECEIVED
AEYON 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
327
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
29 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)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 73 bps in Schedule C fees — 150% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AEYON LLC.
Plan sponsor
Name
AEYON LLC
EIN
45-2088060
Address
8618 WESTWOOD CENTER DRIVE SUITE 24 · VIENNA, VA · 22182
Phone
(256) 424-3001
Industry
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
2025-10-15
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $45K | — |
Investments
29 pooled funds· $10.7M(96% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4457845 / PN 307 | Common Collective Trust | $3.0M | 27.0% |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4470950 / PN 308 | Common Collective Trust | $2.6M | 23.1% |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4484368 / PN 309 | Common Collective Trust | $2.0M | 18.3% |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4430771 / PN 305 | Common Collective Trust | $1.9M | 17.1% |
| FLEXPATH STABLE VALUE CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | $351K | 3.1% |
| LARGE CAP GROWTH III CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | $320K | 2.9% |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | $300K | 2.7% |
| GOLDMAN SACHS STABLE VALUE FUND GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | $55K | 0.5% |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4418048 / PN 304 | Common Collective Trust | $54K | 0.5% |
| BLACKROCK EAFE EQUITY INDEX I GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 007 | Common Collective Trust | $44K | 0.4% |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4393238 / PN 302 | Common Collective Trust | $29K | 0.3% |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 81-4499160 / PN 310 | Common Collective Trust | $11K | 0.1% |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4543855 / PN 314 | Common Collective Trust | $5K | <0.1% |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4403657 / PN 303 | Common Collective Trust | $1K | <0.1% |
| INTERNATIONAL STOCK I1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | $1K | <0.1% |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4374798 / PN 300 | Common Collective Trust | $710 | <0.1% |
| COHEN & STEERS U.S. REALTY FUND C-B COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | $1 | <0.1% |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4532033 / PN 313 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4515825 / PN 312 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY TRUST COMPANY, LLC · EIN 81-4447624 / PN 306 | Common Collective Trust | $0 | <0.1% |
| CORE PLUS BOND CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4509619 / PN 311 | Common Collective Trust | $0 | <0.1% |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | $0 | <0.1% |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 81-4386547 / PN 301 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | $0 | <0.1% |
| MID CAP GROWTH II GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | <0.1% |
| MID CAP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | $0 | <0.1% |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | $0 | <0.1% |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | $0 | <0.1% |
Related plans
Other plans using KESTRA ADVISORY SERVICES LLC
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
$16.8B · 17,444 participants
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
D.R. HORTON, INC.
D.R. HORTON, INC. PROFIT SHARING PLUS PLAN
$1.4B · 14,645 participants
84 LUMBER COMPANY, L.P.
AMENDED AND RESTATED SAVINGS FUND PLAN FOR EMPLOYEES OF 84 LUMBER COMPANY
$779.5M · 9,227 participants
KOHLBERG KRAVIS ROBERTS & CO. L.P.
KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN
$666.2M · 1,627 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
Similar-size Professional & Technical Services plans
FLYR INC
FLYR 401(K) PLAN
$11.2M · 106 participants
MORRISSEY HOSPITALITY COMPANIES, INC.
MORRISSEY HOSPITALITY COMPANIES, INC. 401(K)
$11.2M · 529 participants
PMALLIANCE, INC.
PMALLIANCE, INC. 401(K) PLAN
$11.2M · 51 participants
UNICON INTERNATIONAL, INC.
UNICON INTERNATIONAL, INC. 401(K) PLAN
$11.2M · 161 participants
PARAGON TECHNOLOGY GROUP, INC.
PARAGON TECHNOLOGY GROUP 401(K) PLAN
$11.2M · 103 participants
JMW CONSULTANTS LLC
JMW CONSULTANTS LLC 401(K) RETIREMENT PLAN
$11.2M · 36 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B