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Original filing (PDF)20251014143241NAL0001550147001
ALIGN AEROSPACE LLC
Form 5500
FILING_RECEIVED
ALIGN AEROSPACE 401(K) PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
136
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALIGN AEROSPACE LLC.
Plan sponsor
Name
ALIGN AEROSPACE LLC
EIN
45-2477477
Address
9401 DE SOTO AVENUE. · CHATSWORTH, CA · 91311
Phone
(818) 727-8070
Industry
Wholesale Tradesee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
33 direct securities· $12.6M(100% of reported assets)
Uncategorized
$12.3M
31 holdings
Mutual Funds
$266K
1 holding
Real Estate
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| OTC Portfolio Fund | — | — | — | $1.9M | 14.9% | |
| Freedom 2035 Fund K | — | — | — | $1.5M | 11.5% | |
| Freedom 2040 Fund K | — | — | — | $1.3M | 10.1% | |
| Freedom 2020 Fund K | — | — | — | $935K | 7.4% | |
| 500 Index Fund | — | — | — | $865K | 6.8% | |
| Freedom 2030 Fund K | — | — | — | $838K | 6.6% | |
| Freedom 2025 Fund K | — | — | — | $761K | 6.0% | |
| Balanced Fund | — | — | — | $572K | 4.5% | |
| Large Cap Stock Fund | — | — | — | $496K | 3.9% | |
| Fidelity: * Money Market Fund Government Money Market Fund | — | — | — | $472K | 3.7% | |
| Freedom 2045 Fund K | — | — | — | $306K | 2.4% | |
| Freedom 2050 Fund K | — | — | — | $295K | 2.3% | |
| maturing through 2033 | — | — | — | $276K | 2.2% | |
| Intermediate Bond Fund | Mutual Funds | — | — | $266K | 2.1% | |
| U.S. Bond Index Fund | — | — | — | $210K | 1.7% | |
| International Index Fund | — | — | — | $202K | 1.6% | |
| Franklin Small Cap Growth Fund | — | — | — | $187K | 1.5% | |
| Freedom 2065 Fund K | — | — | — | $180K | 1.4% | |
| American Beacon Large Cap Value Fund | — | — | — | $177K | 1.4% | |
| Freedom 2055 Fund K | — | — | — | $155K | 1.2% | |
| Low Priced Stock Fund | — | — | — | $151K | 1.2% | |
| Mid Cap Index Fund | — | — | — | $150K | 1.2% | |
| Janus Henderson Enterprise Fund | — | — | — | $146K | 1.2% | |
| Hartford International Opportunities HLS Fund | — | — | — | $107K | 0.8% | |
| Victory RS Partners Fund | — | — | — | $80K | 0.6% | |
| BNY Mellon Opportunistic Midcap Value Fund | — | — | — | $54K | 0.4% | |
| Freedom 2060 Fund K | — | — | — | $53K | 0.4% | |
| Small Cap Index Fund | — | — | — | $26K | 0.2% | |
| Inflation-Prot Bd Index | — | — | — | $21K | 0.2% | |
| Freedom 2010 Fund K | — | — | — | $18K | 0.1% | |
| Freedom Income Fund K | — | — | — | $6K | <0.1% | |
| Investment Fund | Real Estate | — | — | $2K | <0.1% | |
| Freedom 2015 Fund K | — | — | — | $2K | <0.1% |
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