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Original filing (PDF)20251010083556NAL0007814225001
BAE SYS APPLIED INTELLIGENCE GCS
Form 5500
FILING_RECEIVED
BAE SYSTEMS APPLIED INTELLIGENCE GCS INC 401K PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
7
Accounts w/ balance
198
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VANGUARD 500 INDEX ADMIRAL 1,445,271 units" is 29% of plan.
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 BAE SYS APPLIED INTELLIGENCE GCS.
Plan sponsor
Name
BAE SYS APPLIED INTELLIGENCE GCS
EIN
54-1585773
Address
8000 TOWERS CRESCENT DRIVE SUITE 13 · VIENNA, VA · 22182
Phone
(651) 238-2474
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TAWNEY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $13K | — |
Investments
25 direct securities · 1 pooled fund· $41.3M(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.
Pooled Separate Account
$20.6M
1 holding
Uncategorized
$20.4M
24 holdings
Pooled Separate Accounts
$207K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $20.6M | 99.9% | |
| VANGUARD 500 INDEX ADMIRAL 1,445,271 units | — | — | $1.4M | $5.9M | 28.8% | |
| TR PRICE ALL-CAP OPP 1,310,593 units | — | — | $1.3M | $2.8M | 13.6% | |
| VG INSTL TRGT RETIRE 2035 INST 449,764 units | — | — | $450K | $1.3M | 6.2% | |
| VG INSTL TRGT RETIRE 2025 INST 521,728 units | — | — | $522K | $1.3M | 6.1% | |
| VG INSTL TRGT RETIRE 2030 INST 447,627 units | — | — | $448K | $1.2M | 5.7% | |
| VG INSTL TRGT RETIRE 2055 INST 320,300 units | — | — | $320K | $1.0M | 5.0% | |
| VANGUARD TOT INTL STK IDX ADM 472,851 units | — | — | $473K | $940K | 4.6% | |
| VG INSTL TRGT RETIRE 2045 INST 274,554 units | — | — | $275K | $868K | 4.2% | |
| VG INSTL TRGT RETIRE 2050 INST 252,511 units | — | — | $253K | $809K | 3.9% | |
| MFS MID CAP VALUE 426,889 units | — | — | $427K | $751K | 3.6% | |
| VG INSTL TRGT RETIRE 2040 INST 214,373 units | — | — | $214K | $648K | 3.1% | |
| MFS VALUE R3 275,322 units | — | — | $275K | $611K | 3.0% | |
| GRG TR PRICE STABLE VALUE CIT S 503,130 units | — | — | $503K | $547K | 2.6% | |
| LRD ABBT DEVELOPING GR R6 420,941 units | — | — | $421K | $483K | 2.3% | |
| JHNCK INV GRD BND R6 316,643 units | — | — | $317K | $366K | 1.8% | |
| Minnesota Life Insurance Company * MACQUARIE MID CAP GROWTH Y 21,325 units | Pooled Separate Accounts | — | $21K | $207K | 1.0% | |
| VGD EXTENDED MKT IDX ADM 38,608 units | — | — | $39K | $202K | 1.0% | |
| VG INSTL TRGT RETIRE 2020 INST 80,902 units | — | — | $81K | $179K | 0.9% | |
| COLUMBIA SM CP VALUE II ADV 147,386 units | — | — | $147K | $150K | 0.7% | |
| VG INSTL TRGT RETIRE INC INST 61,530 units | — | — | $62K | $106K | 0.5% | |
| PIMCO INCOME INSTL 68,867 units | — | — | $69K | $101K | 0.5% | |
| AM FNDS EUROPACIFIC GR R6 35,233 units | — | — | $35K | $62K | 0.3% | |
| VG INSTL TRGT RETIRE 2065 INST 35,459 units | — | — | $35K | $62K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADM 19,939 units | — | — | $20K | $40K | 0.2% | |
| VG INSTL TRGT RETIRE 2060 INST 9,222 units | — | — | $9K | $29K | 0.1% |
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