Back to filter
Original filing (PDF)20250728153816NAL0002298865001
AERO SYSTEMS ENGINEERING, INC.
Form 5500
FILING_RECEIVED
AERO SYSTEMS ENGINEERING, INC. WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
149
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AERO SYSTEMS ENGINEERING, INC..
Plan sponsor
Name
AERO SYSTEMS ENGINEERING, INC.
EIN
58-2324582
Address
2700 DELK ROAD, SE · SUITE 100 · MARIETTA, GA · 30067
Phone
(770) 423-4200
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIA BENEFITS | 20-8266101 | ROSSVILLE, GA | BROKER | $49K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH | 16-1264154 | — | ADMIN | $71K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using MERITAIN HEALTH
BOARD OF TRUSTEES, HEAVY & GENERAL LABORERS WELFARE FUND OF NEW JERSEY
HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND
$374.1M · 7,130 participants
TRUSTEES , PLUMBERS AND PIPEFITTERS' WELFARE EDUCATIONAL FUND
PLUMBERS' & PIPEFITTERS' WELFARE EDUCATIONAL FUND
$210.8M · 2,791 participants
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH & WELFARE FUND
$193.5M · 4,958 participants
NEW JERSEY EDUCATION ASSOCIATION
NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST
$184.7M · 241 participants
WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES INSURANCE TRUST FUND
WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES INSURANCE TRUST FUND
$122.0M · 2,845 participants
ST. LOUIS LABOR HEALTHCARE NETWORK
ST. LOUIS LABOR HEALTHCARE NETWORK
$56.0M · 852 participants
Similar-size Engineering Services plans
EXPONENTIAL ENGINEERING COMPANY
EXPONENTIAL ENGINEERING COMPANY 401(K) SAVINGS PLAN
$0
AIRCRAFT PERFORMANCE GROUP, LLC
AIRCRAFT PERFORMANCE GROUP, LLC 401(K) PLAN
$0
NUCLEUS COMMAND SYSTEMS INC.
NUCLEUS COMMAND SYSTEMS INC. 401(K) PLAN & TRUST
$0
LUMEN TECHNICAL SERVICES CORPORATION
LUMEN TECHNICAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN
$0
ENK STRATEGIES
ENK STRATEGIES 401(K) PLAN
$0
RAM GEOSERVICES, INC.
RAM GEOSERVICES, INC. PROFIT SHARING PLAN
$0
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants