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Original filing (PDF)20251015131946NAL0002473683001
AERO SIMULATION, INC.
Form 5500
FILING_RECEIVED
AERO SIMULATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
232
Accounts w/ balance
217
Plan assets (EOY)
$18.5M
Net assets (EOY)
-$54.3M
How this plan invests
This plan
1 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 "Aero Simulation, Inc." is 100% 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 AERO SIMULATION, INC..
Plan sponsor
Name
AERO SIMULATION, INC.
EIN
59-2354016
Address
8720 EAST SLIGH AVENUE · TAMPA, FL · 33610
Phone
(813) 628-4447
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
KELLY PARTNERS (FRS) ATTEST SERVICE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $18.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Aero Simulation, Inc. | — | — | $81.4M | $18.5M | 100.0% |
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