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Original filing (PDF)20251014113340NAL0005640642001
ROBINSON AVIATION (RVA), INC.
Form 5500
FILING_RECEIVED
THE RVA PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
612
Accounts w/ balance
399
Plan assets (EOY)
$38.6M
Net assets (EOY)
$38.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
30 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBINSON AVIATION (RVA), INC..
Plan sponsor
Name
ROBINSON AVIATION (RVA), INC.
EIN
52-1471658
Address
1601 NW EXPRESSWAY STE 850 · OKLAHOMA CITY, OK · 731181435
Phone
(405) 840-3771
Industry
All Other Professional 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
2025-10-14
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $133K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | ACCOUNTANT | $0 | — |
Investments
26 direct securities · 4 pooled funds· $38.6M(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
$29.3M
25 holdings
Mutual Funds
$4.8M
1 holding
Pooled Separate Account
$4.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund N/A | Mutual Funds | — | — | $4.8M | 12.3% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2030 Inst N/A | — | — | — | $4.4M | 11.3% | |
| American Century Investment American Century Ultra R6 Fund N/A | — | — | — | $4.1M | 10.7% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2025 Inst N/A | — | — | — | $2.5M | 6.4% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2040 Inst N/A | — | — | — | $1.9M | 4.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.5M | 4.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.5M | 3.8% | |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 Fd N/A | — | — | — | $1.4M | 3.7% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2035 Inst N/A | — | — | — | $1.4M | 3.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.3M | 3.4% | |
| Guaranteed Interest Accounts * Principal Life Insurance Company Guaranteed Interest Accounts N/A | — | — | — | $1.3M | 3.3% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2020 Inst N/A | — | — | — | $1.3M | 3.2% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2045 Inst N/A | — | — | — | $1.2M | 3.2% | |
| PGIM Investments PGIM Total Ret Bond R6 Fd N/A | — | — | — | $1.1M | 2.9% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2050 Inst N/A | — | — | — | $1.1M | 2.9% | |
| Fidelity Investments Fidelity Mid CP Index Fund N/A | — | — | — | $921K | 2.4% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2055 Inst N/A | — | — | — | $915K | 2.4% | |
| T. Rowe Price Funds T. Rowe Price Div Growth I Fd N/A | — | — | — | $883K | 2.3% | |
| Columbia Funds Columbia Small Cap VL I I3 Fd N/A | — | — | — | $812K | 2.1% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2060 Inst N/A | — | — | — | $738K | 1.9% | |
| Putnam Investments Putnam Large Cap Value R6 Fund N/A | — | — | — | $623K | 1.6% | |
| Fidelity Investments Fidelity International Idx Fd N/A | — | — | — | $564K | 1.5% | |
| Legg Mason Clearbridge Intl Grth IS Fd N/A | — | — | — | $498K | 1.3% | |
| Putnam Investments Putnam Sm Cap Growth R6 Fund N/A | — | — | — | $439K | 1.1% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2015 Inst N/A | — | — | — | $350K | 0.9% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2065 Inst N/A | — | — | — | $335K | 0.9% | |
| Columbia Funds Columbia Overseas Value I3 N/A | — | — | — | $308K | 0.8% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $221K | 0.6% | |
| TIAA Investments TIAA-Cref Lfcy Idx Ret Inc Ins N/A | — | — | — | $169K | 0.4% | |
| TIAA Investments TIAA-Cref Lfcy Idx 2010 Inst N/A | — | — | — | $69K | 0.2% |
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