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Original filing (PDF)20250701114058NAL0017666336001
THE AEROSPACE CORPORATION
Form 5500
FILING_RECEIVED
AEROSPACE CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
4,667
Accounts w/ balance
5,867
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
16 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE AEROSPACE CORPORATION.
Plan sponsor
Name
THE AEROSPACE CORPORATION
EIN
95-2102389
Address
2310 EAST EL SEGUNDO BLVD. M1/433 · EL SEGUNDO, CA · 90245
Phone
(310) 336-5107
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
DAVID A ROBERTS
EIN
83-0547963
City
EL SEGUNDO, CA
Phone
(310) 336-3155
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-01
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)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $207K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 30-0282430 | — | INVESTMENT ADVISOR | $96K | — |
Investments
11 direct securities · 16 pooled funds· $1.5B(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.
Common Collective Trust
$1.2B
16 holdings
Uncategorized
$267.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $211.5M | 14.4% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $210.7M | 14.3% | |
| SS TRGT RET 2030 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 466 | Common Collective Trust | — | — | $124.0M | 8.4% | |
| SS TRGT RET 2025 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 465 | Common Collective Trust | — | — | $112.9M | 7.7% | |
| SS TRGT RET 2035 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 467 | Common Collective Trust | — | — | $107.4M | 7.3% | |
| SS TRGT RET 2040 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 468 | Common Collective Trust | — | — | $87.7M | 6.0% | |
| SS TRGT RET 2045 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 469 | Common Collective Trust | — | — | $75.7M | 5.1% | |
| Vanguard CR FED Money Market ADM Money Market Fund | — | — | — | $64.3M | 4.4% | |
| SS TRGT RET 2050 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 470 | Common Collective Trust | — | — | $59.2M | 4.0% | |
| SS TRGT RET 2020 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 464 | Common Collective Trust | — | — | $48.2M | 3.3% | |
| SS TRGT RET 2055 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 471 | Common Collective Trust | — | — | $44.2M | 3.0% | |
| Fidelity BrokerageLink Self-Directed Brokerage Account | — | — | — | $43.8M | 3.0% | |
| DFA US TARGET VAL I Registered Investment Company | — | — | — | $38.7M | 2.6% | |
| NVN W LGCP GR ESG I Registered Investment Company | — | — | — | $34.9M | 2.4% | |
| SS TRGT RET INC W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 473 | Common Collective Trust | — | — | $32.7M | 2.2% | |
| WM BLAIR SMID GR CIT GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $29.5M | 2.0% | |
| SS TRGT RET 2060 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 472 | Common Collective Trust | — | — | $26.4M | 1.8% | |
| TRP LARGE-CAP VAL I Registered Investment Company | — | — | — | $20.8M | 1.4% | |
| Fidelity Diversified International K6 Fund Registered Investment Company | — | — | — | $19.9M | 1.4% | |
| VANG TOT BD MKT INST Registered Investment Company | — | — | — | $18.9M | 1.3% | |
| SS US EXT MARKET C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 330 | Common Collective Trust | — | — | $11.4M | 0.8% | |
| LS CORE PLUS BOND F LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $8.8M | 0.6% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 031 | Common Collective Trust | — | — | $8.5M | 0.6% | |
| DFA EMRG MKT CORE EQ Registered Investment Company | — | — | — | $7.1M | 0.5% | |
| IS MSCI TOT INTL K Registered Investment Company | — | — | — | $6.3M | 0.4% | |
| VANG INFL PROT INST Registered Investment Company | — | — | — | $6.2M | 0.4% | |
| Participant Loans -- Varying maturities, Notes Receivable from Participants * Interest rates ranging from 4.25% to 9.50% | — | — | — | $6.0M | 0.4% |