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Original filing (PDF)20251223105745NAL0006066339001
STEVENS AEROSPACE AND DEFENSE SYSTEMS, LLC
Form 5500
FILING_RECEIVED
STEVENS AEROSPACE AND DEFENSE SYSTEMS LLC 401(K) SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.2 moNo recordkeeper disclosed
Active participants
298
Accounts w/ balance
455
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
95
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVENS AEROSPACE AND DEFENSE SYSTEMS, LLC.
Plan sponsor
Name
STEVENS AEROSPACE AND DEFENSE SYSTEMS, LLC
EIN
82-3002064
Address
P.O. BOX 310 · CONESTEE, SC · 296360310
Phone
(864) 678-6137
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
2025-12-23
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 46-3825461 | — | INVESTMENT ADVISORY | $9K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
Investments
23 direct securities · 3 pooled funds· $20.2M(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
$17.6M
23 holdings
Common Collective Trust
$2.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Fixed Account | — | — | — | $3.6M | 18.1% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.2M | 11.2% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $2.0M | 10.2% | |
| The American Funds American Funds American Balanced R6 Fund | — | — | — | $1.9M | 9.6% | |
| American Funds Service Company American Funds 2020 Target Date Retirement R6 Fund | — | — | — | $1.4M | 7.2% | |
| American Funds Service Company American Funds 2025 Target Date Retirement R6 Fund | — | — | — | $1.1M | 5.6% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | — | — | — | $713K | 3.6% | |
| American Funds Service Company American Funds 2035 Target Date Retirement R6 Fund | — | — | — | $701K | 3.5% | |
| American Funds Service Company American Funds 2040 Target Date Retirement R6 Fund | — | — | — | $664K | 3.3% | |
| American Funds Service Company American Funds 2045 Target Date Retirement R6 Fund | — | — | — | $642K | 3.2% | |
| American Funds Service Company American Funds 2030 Target Date Retirement R6 Fund | — | — | — | $565K | 2.8% | |
| American Funds Service Company American Funds 2015 Target Date Retirement R6 Fund | — | — | — | $559K | 2.8% | |
| American Funds Service Company American Funds 2050 Target Date Retirement R6 Fund | — | — | — | $522K | 2.6% | |
| Participants 4.25% to 9.50%; maturing through 2029 | — | — | — | $487K | 2.4% | |
| MFS Investment Management MFS Value R3 Fund | — | — | — | $483K | 2.4% | |
| American Funds Service Company American Funds 2010 Target Date Retirement R6 Fund | — | — | — | $445K | 2.2% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $397K | 2.0% | |
| Federated Securities Corporation Federated Hermes Strategic Value Dividend Institutional Fund | — | — | — | $345K | 1.7% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $317K | 1.6% | |
| Vanguard Group Vanguard International Value Inv Fund | — | — | — | $289K | 1.4% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | — | — | — | $186K | 0.9% | |
| SEI Trust Company Principal/T. Rowe Price Inst LgCap Gr Mngd CIT N Fund | — | — | — | $167K | 0.8% | |
| PRIN/FED TOTAL RETURN BD CIT N SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | — | $167K | 0.8% | |
| American Funds Service Company American Funds 2055 Target Date Retirement R6 Fund | — | — | — | $132K | 0.7% | |
| American Funds Service Company American Funds 2060 Target Date Retirement R6 Fund | — | — | — | $14K | <0.1% | |
| American Funds Service Company American Funds 2065 Target Date Retirement R6 Fund | — | — | — | $5K | <0.1% |
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