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Original filing (PDF)20251010152624NAL0004371731001
VIA SATELLITE, INC.
Form 5500
FILING_RECEIVED
VIA SATELLITE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holding~163 bps in Sched C fees
Active participants
85
Accounts w/ balance
217
Plan assets (EOY)
$948K
Net assets (EOY)
$948K
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. Rowe Price T. Rowe Price Retirement 2055 SA N/A" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIA SATELLITE, INC..
Plan sponsor
Name
VIA SATELLITE, INC.
EIN
54-1367647
Address
40 DIGITAL PLAZA · FRONT ROYAL, VA · 22630
Phone
(540) 636-1068
Industry
Constructionsee 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GELMAN, ROSENBERG & FREEDMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MY BENEFITS LLC | — | ATLANTA, GA | CONTRACT ADMIN | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN, ROSENBERG & FREEDMAN PC | — | BETHESDA, MD | AUDITOR | $12K | — |
Investments
24 direct securities · 1 pooled fund· $1.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$943K
24 holdings
Pooled Separate Account
$937K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $937K | 98.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 SA N/A | — | — | — | $241K | 25.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 SA N/A | — | — | — | $144K | 15.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 SA N/A | — | — | — | $125K | 13.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 SA N/A | — | — | — | $102K | 10.7% | |
| T. Rowe Price T. Rowe Price Retirement 2050 SA N/A | — | — | — | $101K | 10.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 SA N/A | — | — | — | $71K | 7.5% | |
| T. Rowe Price T. Rowe Price Retirement 2025 SA N/A | — | — | — | $69K | 7.3% | |
| T. Rowe Price T. Rowe Price Retirement Balanced SA N/A | — | — | — | $14K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2020 SA N/A | — | — | — | $12K | 1.3% | |
| Empower General Account N/A | — | — | — | $10K | 1.0% | |
| American Funds American Funds Fundamental Income R1 N/A | — | — | — | $7K | 0.8% | |
| Mass Mutual MassMutual Disciplined Value R3 N/A | — | — | — | $6K | 0.6% | |
| Mass Mutual MM S&P 500 Index N/A | — | — | — | $6K | 0.6% | |
| Franklin Growth R N/A | — | — | — | $6K | 0.6% | |
| American Funds American Funds EuroPacific Growth R1 N/A | — | — | — | $5K | 0.5% | |
| Franklin Templeton Foreign N/A | — | — | — | $4K | 0.4% | |
| American Century MidCap Value R N/A | — | — | — | $4K | 0.4% | |
| Hartford Funds Hartford International Opps N/A | — | — | — | $4K | 0.4% | |
| ClearBridge MidCap N/A | — | — | — | $4K | 0.4% | |
| Empower S&P SmallCap 600 Index L N/A | — | — | — | $3K | 0.3% | |
| Invesco Small Cap Growth R N/A | — | — | — | $3K | 0.3% | |
| Pacific Investment Management Company PIMCO Real Return N/A | — | — | — | $1K | 0.1% | |
| Pacific Investment Management Company PIMCO Income N/A | — | — | — | $1K | 0.1% | |
| BlackRock Total Return N/A | — | — | — | $1K | 0.1% |
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