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Original filing (PDF)20250609152219NAL0012406483001
CUBIC CORPORATION
Form 5500
FILING_RECEIVED
CUBIC CORPORATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
1,834
Accounts w/ balance
4,201
Plan assets (EOY)
$634.2M
Net assets (EOY)
$634.2M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
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 CUBIC CORPORATION.
Plan sponsor
Name
CUBIC CORPORATION
EIN
95-1678055
Address
9233 BALBOA AVE · SAN DIEGO, CA · 92123
Phone
(858) 505-2566
Industry
Manufacturingsee 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
2025-06-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $60K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MPS COMMUNICATIONS | — | LANSDALE, PA | CONTRACT ADMIN | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS PC | — | SAN DIEGO, CA | AUDITOR | $59K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PILLSBURY WINTHROP SHAW PITTMAN LLP | — | LOS ANGELES, CA | ATTORNEY | $39K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AME | 22-1211670 | GREENWOOD VILLAGE, CO | NONE | $309K | — |
| RESOURCES INVESTMENT ADVISORS INC | 43-1451524 | — | NONE | $16K | — |
Investments
2 pooled funds· $14.4M(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | $14.4M | 2.3% |
| PRU STABLE VALUE FD 30 EMPOWER LIFE & ANNUITY INSURANCE COMPANY · EIN 52-2250941 / PN 001 | Common Collective Trust | $0 | <0.1% |