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Original filing (PDF)20251014055706NAL0002185489001
AEROVIRONMENT, INC.
Form 5500
FILING_RECEIVED
AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN
401(k) retirement plan
Active participants
1,297
Accounts w/ balance
1,562
Plan assets (EOY)
$259.8M
Net assets (EOY)
$259.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AEROVIRONMENT, INC..
Plan sponsor
Name
AEROVIRONMENT, INC.
EIN
95-2705790
Address
900 INNOVATORS WAY · SIMI VALLEY, CA · 93065
Phone
(805) 796-2968
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MELONI HRIBAL TRATNER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $168K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $75K | — |
Investments
32 direct securities · 1 pooled fund· $257.9M(99% 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.
Registered Investment Companies
$247.5M
32 holdings
Common Collective Trust
$10.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN INSTITUTIONAL IDX - INST | Registered Investment Companies | — | — | $34.9M | 13.4% | |
| JANUS HENDERSON FORTY FUND - N | Registered Investment Companies | — | — | $22.9M | 8.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $15.7M | 6.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $14.1M | 5.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $10.9M | 4.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $10.4M | 4.0% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $10.4M | 4.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $10.1M | 3.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $9.5M | 3.7% | |
| COLUMBIA CONTRARIAN CORE - I3 | Registered Investment Companies | — | — | $9.4M | 3.6% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $9.2M | 3.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $8.7M | 3.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $8.1M | 3.1% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $7.7M | 3.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $7.6M | 2.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $7.3M | 2.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $6.7M | 2.6% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $6.6M | 2.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $6.5M | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $6.0M | 2.3% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $5.4M | 2.1% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $5.4M | 2.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $4.8M | 1.8% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $3.8M | 1.5% | |
| TRP INTEGRATED US SC GR EQ I | Registered Investment Companies | — | — | $3.3M | 1.3% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $3.3M | 1.3% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $2.3M | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $2.1M | 0.8% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 0.7% | |
| ALLSPRING CORE BOND R6 | Registered Investment Companies | — | — | $868K | 0.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $835K | 0.3% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $755K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $373K | 0.1% |