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Original filing (PDF)20251001050336NAL0012813121001

TRIBUS AEROSPACE CORP.

Form 5500
FILING_RECEIVED
TRIBUS RETIREMENT PLAN
401(k) retirement plan
Active participants
248
Accounts w/ balance
344
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
  • 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIBUS AEROSPACE CORP..
Plan sponsor
Name
TRIBUS AEROSPACE CORP.
EIN
82-1717546
Address
5300 CORPORATE GROVE DRIVE · SUITE 100 · GRAND RAPIDS, MI · 49512
Phone
(616) 608-1435
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$41K
Other
1
NameEINLocationRelationDirect compIndirect comp
FAIRCOURT PARTNERS, LLC82-4882966INVESTMENT/FINANCIAL ADVI$32K

Investments

25 direct securities· $15.3M(91% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
VAN TARGET RETIRE 2035
Registered Investment Companies
$2.0M11.9%
VAN TARGET RETIRE 2030
Registered Investment Companies
$1.9M11.3%
VANGUARD FEDERAL MM INV
Registered Investment Companies
$1.6M9.7%
VAN TARGET RETIRE 2040
Registered Investment Companies
$1.6M9.3%
VAN TARGET RETIRE 2050
Registered Investment Companies
$1.3M7.4%
VAN TARGET RETIRE 2045
Registered Investment Companies
$1.0M6.2%
VANGUARD 500 INDEX FUND - ADM
Registered Investment Companies
$923K5.5%
T ROWE PRICE BLUE CHIP GR I
Registered Investment Companies
$788K4.7%
VAN TARGET RETIRE 2020
Registered Investment Companies
$613K3.6%
VANGUARD BAL IDX - ADM
Registered Investment Companies
$485K2.9%
VAN TARGET RETIRE 2055
Registered Investment Companies
$443K2.6%
DFA US SM CAP PORTFOLIO INST
Registered Investment Companies
$441K2.6%
JPMORGAN CORE PLUS BOND R6
Registered Investment Companies
$367K2.2%
VANG EQUITY INC ADM
Registered Investment Companies
$358K2.1%
VANGUARD EXT MKT IDX - ADMIRAL
Registered Investment Companies
$298K1.8%
VAN TARG RETIRE 2060
Registered Investment Companies
$291K1.7%
VANGUARD TOT INTL STK IND ADM
Registered Investment Companies
$241K1.4%
VAN TARG RETIRE 2065
Registered Investment Companies
$221K1.3%
VAN TARGET RETIRE INC
Registered Investment Companies
$120K0.7%
VANGUARD SHORT TERM INV GR ADM
Registered Investment Companies
$95K0.6%
VANGUARD EMG MKTS STK IDX ADM
Registered Investment Companies
$59K0.3%
PIMCO INCOME FUND - INSTL
Registered Investment Companies
$45K0.3%
AMERICAN FUNDS EUROPAC GRO- R6
Registered Investment Companies
$42K0.3%
DFA GLOBAL REAL ESTATE SEC I
Registered Investment Companies
$36K0.2%
BLACKROCK HIGH YIELD K
Registered Investment Companies
$31K0.2%

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