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Original filing (PDF)20250701140053NAL0012758785001
BEYOND NEW HORIZONS
Form 5500
FILING_RECEIVED
AEDC CONTRACTORS EMPLOYEE PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
393
Accounts w/ balance
—
Plan assets (EOY)
$175.1M
Net assets (EOY)
$175.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — 313% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEYOND NEW HORIZONS.
Plan sponsor
Name
BEYOND NEW HORIZONS
EIN
92-3715267
Address
100 KINDEL DRIVE · SUITE C-204 · ARNOLD AFB, TN · 373891231
Phone
(931) 454-3264
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-01
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | NONE | $215K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $169K | — |
| SMITH, GAMBRELL, & RUSSELL LLP | — | ATLANTA, GA | NONE | $167K | — |
| MCCONNELL & JONES LLP | 76-0488832 | — | NONE | $60K | — |
| GRANITE INVESTMENT PARTNERS, LLC | — | EL SEGUNDO, CA | NONE | $16K | — |
| SCHRODER INVESTMENT MANAGEMENT NORT | — | NEW YORK, NY | NONE | $16K | — |
| ALLSPRING | — | CHARLOTTE, NC | NONE | $16K | — |
| ROBERT W. BAIRD & CO. INCORPORATED | — | MILWAUKEE, WI | NONE | $12K | — |
| MFS INVESTMENT MANAGEMENT | — | BOSTON, MA | NONE | $11K | — |
| COLUMBIA MGT INVST ADVISORS LLC | — | BOSTON, MA | NONE | $11K | — |
| TCW | — | LOS ANGELES, CA | NONE | $11K | — |
| LOOMIS SAYLES | — | SAN FRANCISCO, CA | NONE | $11K | — |
| PRINCIPAL FUNDS | — | KANSAS CITY, MO | NONE | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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