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Original filing (PDF)20251006160938NAL0002037139002
PCX AEROSTRUCTURES, LLC
Form 5500
FILING_RECEIVED
PCX AEROSTRUCTURES LLC 401(K) PLAN
401(k) retirement plan
Active participants
640
Accounts w/ balance
699
Plan assets (EOY)
$61.8M
Net assets (EOY)
$61.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PCX AEROSTRUCTURES, LLC.
Plan sponsor
Name
PCX AEROSTRUCTURES, LLC
DBA
PCX AEROSYSTEMS
EIN
46-5187072
Address
300 FENN ROAD · NEWINGTON, CT · 06111
Phone
(860) 594-4387
Industry
Manufacturingsee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM, LLC | 27-4011107 | — | INVESTMENT ADVISORY | $49K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $20K | — |
Investments
25 direct securities · 1 pooled fund· $61.6M(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.
Uncategorized
$48.4M
24 holdings
Mutual Funds
$10.8M
1 holding
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | $580K | $10.8M | 17.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | $247K | $9.3M | 15.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | $307K | $7.4M | 11.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | $173K | $5.1M | 8.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | $97K | $4.2M | 6.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | $138K | $3.6M | 5.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | $66K | $3.3M | 5.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | $58K | $3.2M | 5.2% | |
| Vanguard 500 Index Adm | — | — | $5K | $2.6M | 4.2% | |
| PUTNAM STABLE VALUE FUND 25 CIT PUTNAM FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $2.3M | $2.3M | 3.8% | |
| Putnam Large Cap Growth R6 | — | — | $25K | $1.9M | 3.0% | |
| 9.50% with maturities through 2034 | — | — | — | $1.4M | 2.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | $24K | $1.2M | 2.0% | |
| Vanguard Target Retirement Income Fund | — | — | $64K | $840K | 1.4% | |
| JP Morgan U.S. Research Enhan Equity R6 | — | — | $15K | $670K | 1.1% | |
| Vanguard Windsor Adm | — | — | $9K | $634K | 1.0% | |
| Janus Henderson Global Research N | — | — | $5K | $495K | 0.8% | |
| PIMCO Income Instl | — | — | $45K | $468K | 0.8% | |
| Vanguard Small-Cap Value Index Adm | — | — | $5K | $433K | 0.7% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | $5K | $375K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | $11K | $372K | 0.6% | |
| Goldman Sachs Mid Cap Value R6 | — | — | $7K | $265K | 0.4% | |
| PIMCO Real Return Instl | — | — | $22K | $216K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | — | — | $6K | $167K | 0.3% | |
| Victory Trivalent Intl Small-Cap I | — | — | $9K | $135K | 0.2% | |
| Late to Plan Not Corrected Outside VFCP in VFCP PTE 2002-51 $ | — | — | $32K | $4K | <0.1% |