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Original filing (PDF)20251022093514NAL0001438065001
PAVION CORP.
Form 5500
FILING_RECEIVED
PAVION CORP. 401(K) PLAN
401(k) retirement plan
Active participants
2,303
Accounts w/ balance
2,330
Plan assets (EOY)
$184.0M
Net assets (EOY)
$184.0M
How this plan invests
This plan
6 pooled trusts
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAVION CORP..
Plan sponsor
Name
PAVION CORP.
EIN
54-2054948
Address
4151 LAFAYETTE CENTER DRIVE · SUITE 700 · CHANTILLY, VA · 20151
Phone
(703) 633-1482
Industry
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
2025-10-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $96K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $85K | — |
Investments
39 direct securities · 6 pooled funds· $188.5M(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
$175.1M
39 holdings
Common Collective Trust
$13.4M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 IPR Mutual Fund | — | — | — | $29.1M | 15.8% | |
| Fidelity Freedom Index 2030 IPR Mutual Fund | — | — | — | $27.2M | 14.8% | |
| Fidelity Freedom Index 2040 IPR Mutual Fund | — | — | — | $20.8M | 11.3% | |
| Fidelity Freedom Index 2045 IPR Mutual Fund | — | — | — | $16.6M | 9.0% | |
| Fidelity Freedom Index 2025 IPR Mutual Fund | — | — | — | $14.3M | 7.8% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $10.7M | 5.8% | |
| Fidelity Freedom Index 2050 IPR Mutual Fund | — | — | — | $8.2M | 4.5% | |
| Fidelity Freedom Index 2055 IPR Mutual Fund | — | — | — | $7.1M | 3.8% | |
| Fidelity Freedom Index 2020 IPR Mutual Fund | — | — | — | $7.0M | 3.8% | |
| Putnam Large Cap Value R1 Common Collective Trust | — | — | — | $4.4M | 2.4% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.4M | 2.4% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $4.0M | 2.2% | |
| Participant Loans Interest rates (3.25% to $- | — | — | — | $3.7M | 2.0% | |
| Columbia Global Tech Growth 13 Mutual Fund | — | — | — | $3.4M | 1.9% | |
| Fidelity Freedom Index 2060 IPR Mutual Fund | — | — | — | $3.1M | 1.7% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.5M | 1.4% | |
| Fidelity Freedom Index 2015 IPR Mutual Fund | — | — | — | $2.2M | 1.2% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $1.6M | 0.9% | |
| Fidelity Select Energy I Mutual Fund | — | — | — | $1.4M | 0.8% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.8% | |
| Invesco Global R6 Mutual Fund | — | — | — | $1.4M | 0.8% | |
| Fidelity International Index Mutual Fund | — | — | — | $1.3M | 0.7% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $1.2M | 0.7% | |
| Fidelity Freedom Index 2065 IPR Mutual Fund | — | — | — | $1.1M | 0.6% | |
| BlackRock Health Science Opp I Mutual Fund | — | — | — | $1.1M | 0.6% | |
| Janus Henderson Balanced N Mutual Fund | — | — | — | $1.0M | 0.6% | |
| Voya Blended Income Fund Blended Fund | — | — | — | $1.0M | 0.6% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.6% | |
| BlackRock High Yield Bond K Mutual Fund | — | — | — | $901K | 0.5% | |
| JPMorgan Core Bond R6 Mutual Fund | — | — | — | $777K | 0.4% | |
| Fidelity Strategic Income Z Mutual Fund | — | — | — | $590K | 0.3% | |
| C&S Real Estate Z Mutual Fund | — | — | — | $544K | 0.3% | |
| JPMorgan Small Cap Growth R6 Mutual Fund | — | — | — | $539K | 0.3% | |
| Fidelity Government Money Market Mutual Fund | — | — | — | $490K | 0.3% | |
| Fidelity Small Cap Value Index Mutual Fund | — | — | — | $462K | 0.3% | |
| Fidelity International Growth I Mutual Fund | — | — | — | $412K | 0.2% | |
| PGIM Jennison Natural Resources R6 Mutual Fund | — | — | — | $333K | 0.2% | |
| American Funds New World R6 Mutual Fund | — | — | — | $311K | 0.2% | |
| Fidelity Freedom Index Income IPR Mutual Fund | — | — | — | $275K | 0.1% | |
| Fidelity Freedom Index 2010 IPR Mutual Fund | — | — | — | $225K | 0.1% | |
| AS Street Bond Plus Mutual Fund | — | — | — | $147K | <0.1% | |
| Great West Blended Income Fund Blended Fund | — | — | — | $131K | <0.1% | |
| Galliard Stable Return Fund Common Collective Trust | — | — | — | $58K | <0.1% | |
| GALLIARD STBLE RTN J WELLS FARGO BANK, N.A. · EIN 94-3371778 / PN 001 | Common Collective Trust | — | — | $58K | <0.1% | |
| Fidelity Freedom Index 2070 IPR Mutual Fund | — | — | — | $9K | <0.1% |
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