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Original filing (PDF)20251015155423NAL0002702403001
V2X, INC.
Form 5500
FILING_RECEIVED
V2X 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
13,781
Accounts w/ balance
14,048
Plan assets (EOY)
$644.4M
Net assets (EOY)
$644.4M
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)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 194% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for V2X, INC..
Plan sponsor
Name
V2X, INC.
EIN
64-0941176
Address
555 INDUSTRIAL DR. S · MADISON, MS · 39110
Phone
(601) 607-6391
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $820K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $170K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT/AUDITOR | $144K | — |
Investments
31 direct securities · 1 pooled fund· $655.8M(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
$635.5M
30 holdings
Common Collective Trust
$11.4M
1 holding
Mutual Funds
$8.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $78.4M | 12.2% | |
| American Funds Target Date 2030 Retirement Fund R-6 | — | — | — | $69.1M | 10.7% | |
| American Funds Target Date 2035 Retirement Fund R-6 | — | — | — | $54.5M | 8.5% | |
| American Funds Target Date 2025 Retirement Fund R-6 | — | — | — | $48.7M | 7.6% | |
| American Funds Target Date 2045 Retirement Fund R-6 | — | — | — | $46.2M | 7.2% | |
| American Funds Target Date 2040 Retirement Fund R-6 | — | — | — | $43.5M | 6.8% | |
| AB Large Cap Growth Fund Class Z | — | — | — | $40.3M | 6.3% | |
| American Funds Target Date 2050 Retirement Fund R-6 | — | — | — | $30.8M | 4.8% | |
| American Funds Target Date 2055 Retirement Fund R-6 | — | — | — | $26.7M | 4.1% | |
| Guaranteed Income Fund Prudential Annuity Insurance Company Group Annuity Contract – Guaranteed Income Fund – 1.5% interest | — | — | — | $22.7M | 3.5% | |
| Putnam Large Cap Value Fund Class R | — | — | — | $20.4M | 3.2% | |
| JPMorgan Mid Cap Growth Fund Class R6 | — | — | — | $17.9M | 2.8% | |
| American Funds Target Date 2060 Retirement Fund R-6 | — | — | — | $17.0M | 2.6% | |
| Participant loans Interest rates from 4.25% - 9.50% - | — | — | — | $14.7M | 2.3% | |
| American Funds Target Date 2010 Retirement Fund R-6 | — | — | — | $13.7M | 2.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $11.6M | 1.8% | |
| Common Collective Trust Fund Goldman Sachs Stable Value Collective Trust | — | — | — | $11.4M | 1.8% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $11.4M | 1.8% | |
| American Funds Target Date 2020 Retirement Fund R-6 | — | — | — | $9.7M | 1.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $9.4M | 1.5% | |
| Vanguard Explorer Fund Admiral | — | — | — | $9.1M | 1.4% | |
| Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $8.9M | 1.4% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $7.5M | 1.2% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class I | — | — | — | $6.1M | 0.9% | |
| American Funds Target Date 2065 Retirement Fund R-6 | — | — | — | $5.7M | 0.9% | |
| American Funds New Perspective Fund Class R-6 | — | — | — | $4.6M | 0.7% | |
| American Funds Target Date 2015 Retirement Fund R-6 | — | — | — | $4.3M | 0.7% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $3.6M | 0.6% | |
| American Beacon Small Cap Value Fund R5 | — | — | — | $3.4M | 0.5% | |
| Fidelity Total International Index Fund | — | — | — | $3.2M | 0.5% | |
| MFS International Diversification Fund Class R6 | — | — | — | $797K | 0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $380K | <0.1% |
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