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Original filing (PDF)20251003102420NAL0001241713001
GENERAL DYNAMICS LAND SYSTEMS, INC.
Form 5500
FILING_RECEIVED
GENERAL DYNAMICS LAND SYSTEMS PENSION AGREEMENT
Defined-benefit pension plan
Signals · 1
8 service providers
Active participants
575
Accounts w/ balance
—
Plan assets (EOY)
$302.9M
Net assets (EOY)
$302.2M
How this plan invests
This plan
20 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
65
Vendor stack
88
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — 290% above peer band of 10 bps.
- Highly fragmented vendor stack (8 disclosed providers, 7 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL DYNAMICS LAND SYSTEMS, INC..
Plan sponsor
Name
GENERAL DYNAMICS LAND SYSTEMS, INC.
EIN
54-0582680
Address
P.O. BOX 2074 · WARREN, MI · 48090
Phone
(586) 825-4000
Industry
Manufacturingsee all
Plan administrator
Name
GENERAL DYNAMICS CORPORATION
EIN
13-1673581
City
RESTON, VA
Phone
(703) 876-3000
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1B · Flat-dollar DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO. | 04-2647786 | — | PLAN RECORDKEEPER | $386K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT, INC | 13-3806691 | — | INVESTMENT MANAGER | $204K | — |
| PACIFIC INVESTMENT MGMT CO LLC | 33-0629048 | — | INVESTMENT MANAGEMENT | $124K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | PLAN TRUSTEE | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | PLAN AUDITOR | $44K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | ACTUARY & FORM 5500 PREP | $351K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JENNER & BLOCK LLP | 36-2192554 | — | LEGAL | $53K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | FINANCIAL STATEMENT PREP | $9K | — |
Investments
5 direct securities · 20 pooled funds· $327.4M(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.
Common Collective Trust
$257.6M
16 holdings
Uncategorized
$59.7M
5 holdings
Master Trust
$10.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NTC RUSSELL 1000 IND FUND - LENDING NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 006 | Common Collective Trust | — | $42.3M | $59.4M | 19.6% | |
| PIMCO LONG-TERM CREDIT BD CIT CL GD GREAT GRAY TRUST COMPANY, LLC · EIN 88-2384525 / PN 795 | Common Collective Trust | — | $44.3M | $45.0M | 14.8% | |
| Northern Trust Investments, Inc. World ex-US Investable market Index Fund - Lending | — | — | $28.7M | $33.5M | 11.1% | |
| NTC WORLD EX US INV MKT IND FD-LEND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 126 | Common Collective Trust | — | — | $33.5M | 11.1% | |
| US LONG CREDIT BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3263177 / PN 001 | Common Collective Trust | — | $29.1M | $30.3M | 10.0% | |
| INTERMEDIATE GOV BD INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118548 / PN 001 | Common Collective Trust | — | $17.5M | $17.6M | 5.8% | |
| Dimensional Fund Advisors Emerging Markets ex-China Equity Portfolio Institutional Class | — | — | $12.5M | $13.0M | 4.3% | |
| TREAS US 5 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $11.7M | $10.6M | 3.5% | |
| GDC GRP RET TRUST-DIVERSIFYING POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 004 | Master Trust | — | — | $10.1M | 3.3% | |
| TRES US 25+ YEAR KEY RATE DUR N-L F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $13.6M | $9.4M | 3.1% | |
| TREAS US 10 YEAR KEY RATE DUR N-L A BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $13.0M | $9.1M | 3.0% | |
| LONG TERM GOV BOND INDEX N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-3774476 / PN 001 | Common Collective Trust | — | $9.3M | $7.9M | 2.6% | |
| TRES US 15 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $12.1M | $7.7M | 2.5% | |
| AMER CENT CORP HIGH YIELD BD TR K GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 025 | Common Collective Trust | — | $6.2M | $7.2M | 2.4% | |
| New York Life Investment Management MacKay High Yield Corporate Bond Fund | — | — | $6.9M | $7.2M | 2.4% | |
| DEVELOPED REAL ESTATE IDX N-L FD F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-4102422 / PN 001 | Common Collective Trust | — | $5.2M | $5.6M | 1.9% | |
| Dimensional Fund Advisors U.S. Small Cap Portfolio Institutional Class | — | — | $4.9M | $5.5M | 1.8% | |
| NTC GOVERNMENT SHORT TERM INVT FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138599 / PN 068 | Common Collective Trust | — | $5.1M | $5.1M | 1.7% | |
| HIGH YIELD BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4859555 / PN 001 | Common Collective Trust | — | $4.1M | $4.8M | 1.6% | |
| TRES US 20 YEAR KEY RATE DUR N-L FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $5.0M | $3.7M | 1.2% | |
| Northern Trust Investments, Inc. Emerging Markets ex-China Investable Market Index Fund - Non Lending | — | — | $480K | $540K | 0.2% | |
| NTC EMER MKT EX CHINA INV MKT ID NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 249 | Common Collective Trust | — | — | $540K | 0.2% | |
| GDC GRP RETTRUST-LIABILITY AWARE PL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 001 | Master Trust | — | — | $662 | <0.1% | |
| GDC GROUP RET TRUST-NOMURA POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 005 | Master Trust | — | — | $338 | <0.1% | |
| GDC GROUP RET TRUST - LS UAW POOL GENERAL DYNAMICS CORPORATION · EIN 52-2456914 / PN 009 | Master Trust | — | — | $0 | <0.1% |