How big is Pavion Corp.'s plan?

Pavion Corp.'s plan reported $184.0M in assets and 2,303 participants for 2024.

Original filing (PDF)20251022093514NAL0001438065001

Pavion Corp.

Name: Pavion Corp. — Pavion Corp. 401(k) Plan, Form 5500 (2024)
Creator: Pavion Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pavion Corp. 401(k) Plan

401(k) retirement plan · Pavion Corp.'s Pavion Corp. 401(k) Plan held $184.0M in plan assets for 2,303 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

2,303

Accounts w/ balance

2,330

Plan assets (EOY)

$184.0M

Net assets (EOY)

$184.0M

People on this filing

Melissa Hatch signed Pavion Corp.'s 2024 Form 5500 as plan administrator.

Melissa Hatch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pavion Corp.'s EIN is 54-2054948.

EIN 54-2054948

Plan number 001

Plan year 2024

ACK ID 20251022093514NAL0001438065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pavion Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pavion Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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How this plan invests

This plan

6 pooled trusts

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1393K (6% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

PAVION CORP.

EIN

all filings

Address

4151 LAFAYETTE CENTER DRIVE · SUITE 700 · CHANTILLY, VA · 20151

Phone

(703) 633-1482

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$96K	—

Advisor / Consultant

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.

Mutual Funds

$147.4M

25 holdings

Common Collective Trusts

$15.1M

3 holdings

Common Collective Trust

$13.4M

6 holdings

Other securities

$8.7M

9 holdings

Bonds / Notes

$3.7M

1 holding

U.S. Treasuries

$147K

1 holding

					% of plan
Fidelity Freedom Index 2035 IPR Mutual Fund	Mutual Funds	—	—	$29.1M	15.8%
Fidelity Freedom Index 2030 IPR Mutual Fund	Mutual Funds	—	—	$27.2M	14.8%
Fidelity Freedom Index 2040 IPR Mutual Fund	Mutual Funds	—	—	$20.8M	11.3%
Fidelity Freedom Index 2045 IPR Mutual Fund	Mutual Funds	—	—	$16.6M	9.0%
Fidelity Freedom Index 2025 IPR Mutual Fund	Mutual Funds	—	—	$14.3M	7.8%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$10.7M	5.8%
Fidelity Freedom Index 2050 IPR Mutual Fund	Mutual Funds	—	—	$8.2M	4.5%
Fidelity Freedom Index 2055 IPR Mutual Fund	Mutual Funds	—	—	$7.1M	3.8%
Fidelity Freedom Index 2020 IPR Mutual Fund	Mutual Funds	—	—	$7.0M	3.8%
Putnam Large Cap Value R1 Common Collective Trust	Common Collective Trusts	—	—	$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 $-	Bonds / Notes	—	—	$3.7M	2.0%
Columbia Global Tech Growth 13 Mutual Fund	Other securities	—	—	$3.4M	1.9%
Fidelity Freedom Index 2060 IPR Mutual Fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$2.2M	1.2%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$1.6M	0.9%
Fidelity Select Energy I Mutual Fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$1.4M	0.8%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$1.3M	0.7%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$1.2M	0.7%
Fidelity Freedom Index 2065 IPR Mutual Fund	Mutual Funds	—	—	$1.1M	0.6%
BlackRock Health Science Opp I Mutual Fund	Other securities	—	—	$1.1M	0.6%
Janus Henderson Balanced N Mutual Fund	Mutual Funds	—	—	$1.0M	0.6%
Voya Blended Income Fund Blended Fund	Other securities	—	—	$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	Other securities	—	—	$901K	0.5%
JPMorgan Core Bond R6 Mutual Fund	Other securities	—	—	$777K	0.4%
Fidelity Strategic Income Z Mutual Fund	Mutual Funds	—	—	$590K	0.3%
C&S Real Estate Z Mutual Fund	Other securities	—	—	$544K	0.3%
JPMorgan Small Cap Growth R6 Mutual Fund	Other securities	—	—	$539K	0.3%
Fidelity Government Money Market Mutual Fund	Mutual Funds	—	—	$490K	0.3%
Fidelity Small Cap Value Index Mutual Fund	Mutual Funds	—	—	$462K	0.3%
Fidelity International Growth I Mutual Fund	Mutual Funds	—	—	$412K	0.2%
PGIM Jennison Natural Resources R6 Mutual Fund	Other securities	—	—	$333K	0.2%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$311K	0.2%
Fidelity Freedom Index Income IPR Mutual Fund	Mutual Funds	—	—	$275K	0.1%
Fidelity Freedom Index 2010 IPR Mutual Fund	Mutual Funds	—	—	$225K	0.1%
AS Street Bond Plus Mutual Fund	U.S. Treasuries	—	—	$147K	<0.1%
Great West Blended Income Fund Blended Fund	Other securities	—	—	$131K	<0.1%
Galliard Stable Return Fund Common Collective Trust	Common Collective Trusts	—	—	$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	Mutual Funds	—	—	$9K	<0.1%