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Original filing (PDF)20251008143321NAL0003361875001
UNIVERSAL AVIONICS SYSTEMS CORPORATION
Form 5500
FILING_RECEIVED
UNIVERSAL AVIONICS SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
333
Accounts w/ balance
441
Plan assets (EOY)
$64.8M
Net assets (EOY)
$64.7M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSAL AVIONICS SYSTEMS CORPORATION.
Plan sponsor
Name
UNIVERSAL AVIONICS SYSTEMS CORPORATION
EIN
61-1861935
Address
3260 EAST UNIVERSAL WAY · TUCSON, AZ · 85706
Phone
(520) 434-4420
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BEACHFLEISCHMAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-1526584 | — | NONE | $49K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $9K | — |
Investments
30 direct securities · 1 pooled fund· $64.8M(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
$61.8M
30 holdings
Common Collective Trust
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index l | — | — | — | $12.5M | 19.3% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $5.3M | 8.2% | |
| Vanguard Extended Market Index Instl | — | — | — | $4.7M | 7.3% | |
| Fidelity Select Technology | — | — | — | $4.6M | 7.1% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $3.9M | 6.0% | |
| Vanguard Equity-Income Admiral | — | — | — | $3.3M | 5.1% | |
| Fidelity Advisor® Total Bond Z | — | — | — | $3.1M | 4.7% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $3.0M | 4.6% | |
| WTRISC CIT FOR METLIFE GAC NO 25554 WILMINGTON TRUST RETIREMENT & INSTL SVCS CO. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $3.0M | 4.6% | |
| American Funds EuroPacific Growth Fund R4 | — | — | — | $2.6M | 4.1% | |
| T. Rowe Price Small Cap Stock | — | — | — | $2.3M | 3.5% | |
| Allspring Special Small Cap Value Fund R6 | — | — | — | $2.2M | 3.3% | |
| American Funds 2035 Trgt Date Retire R6 | — | — | — | $2.1M | 3.2% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $1.8M | 2.8% | |
| Cohen & Steers Real Estate Securities I | — | — | — | $1.3M | 2.0% | |
| Vanguard Emerging Markets Stock Index Instl | — | — | — | $1.3M | 1.9% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | — | $1.1M | 1.7% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $1.1M | 1.6% | |
| Fidelity Inflation-Protected Bond Index Instl | — | — | — | $1.0M | 1.6% | |
| T. Rowe Price Health Sciences | — | — | — | $790K | 1.2% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $759K | 1.2% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $696K | 1.1% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $695K | 1.1% | |
| Participant Loans Participant loans, interest rates ranging from 4.25% to 0 | — | — | — | $504K | 0.8% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $408K | 0.6% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $355K | 0.5% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | — | $272K | 0.4% | |
| American Funds 2065 Trgt Date Retire R6 | — | — | — | $111K | 0.2% | |
| PGIM Global Total Return CI R6 | — | — | — | $75K | 0.1% | |
| Matrix Trust Company Cash | — | — | — | $58K | <0.1% | |
| American Funds 2070 Trgt Date Retire R6 | — | — | — | $6K | <0.1% |