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Original filing (PDF)20250923132209NAL0006875376001
VIRGINIA SYSTEMS AND TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
VIRGINIA SYSTEMS AND TECHNOLOGY, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
144
Accounts w/ balance
283
Plan assets (EOY)
$47.6M
Net assets (EOY)
$47.6M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Altamira Parent Holdings, LLC 39,036,113 shs" is 99% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRGINIA SYSTEMS AND TECHNOLOGY, INC..
Plan sponsor
Name
VIRGINIA SYSTEMS AND TECHNOLOGY, INC.
EIN
54-1954990
Address
6801 KENNEDY ROAD #301 · WARRENTON, VA · 20187
Phone
(540) 359-7554
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BEHRENS & BANKS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $47.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Altamira Parent Holdings, LLC 39,036,113 shs | — | — | $46.7M | $47.2M | 99.3% | |
| Goldman Sachs Financial Square Govt Fund | — | — | $184K | $184K | 0.4% | |
| Fidelity Freedom 2020 Fund, 4,397 shs | — | — | $73K | $63K | 0.1% | |
| Fidelity Freedom 2030 Fund, 2,829 shs | — | — | $52K | $50K | 0.1% | |
| Fidelity Freedom 2040 Fund, 3,255 shs | — | — | $36K | $38K | <0.1% | |
| Stifel FDIC Insured Bank Deposit FDIC Insured Bank Deposits | — | — | $8K | $8K | <0.1% |
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