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Original filing (PDF)20250924162951NAL0007770737001
GENERAL ATOMICS
Form 5500
FILING_RECEIVED
GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
12,686
Accounts w/ balance
15,974
Plan assets (EOY)
$2.8B
Net assets (EOY)
$2.8B
How this plan invests
This plan
31 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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL ATOMICS.
Plan sponsor
Name
GENERAL ATOMICS
EIN
95-3735102
Address
3550 GENERAL ATOMICS CT · SAN DIEGO, CA · 921211194
Phone
(858) 455-3000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $1.1M | — |
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $316K | — |
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | NONE | $60K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $32K | — |
| ENVESTNET ASSET MGMT INC. | 36-4319587 | — | NONE | $16K | — |
| CREATIVE CAPITAL MGMT INVESTMENTS | 81-3215434 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $8K | — |
| OAK SUMMIT WEALTH MGMT INV. | 33-0960340 | — | NONE | $7K | — |
Investments
9 direct securities · 31 pooled funds· $2.8B(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
$2.1B
31 holdings
Uncategorized
$725.9M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | $3.6M | $427.4M | 15.4% | |
| Self-Directed Brokerage Fund Self-Directed Brokerage Account | — | — | $239.6M | $239.6M | 8.7% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | $1.8M | $192.2M | 6.9% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | $1.6M | $168.5M | 6.1% | |
| American Funds Euro Pacific Growth R6 Registered Investment Company | — | — | $3.1M | $165.6M | 6.0% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | $1.8M | $161.6M | 5.8% | |
| FRANKLIN GROWTH GG TRUST CIT S GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 360 | Common Collective Trust | — | $5.9M | $139.5M | 5.0% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | $1.2M | $127.3M | 4.6% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | $5.8M | $122.1M | 4.4% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | $1.2M | $112.1M | 4.1% | |
| THE VANGUARD RETIREMENT SAVINGS TRS VANGUARD FIDUCIARY TRUST COMPANY · EIN 98-7041744 / PN 024 | Common Collective Trust | — | $102.0M | $102.0M | 3.7% | |
| Baird Core Plus Bond Fund Institutional Class Registered Investment Company | — | — | $9.5M | $95.1M | 3.4% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $84.8M | 3.1% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | $1.0M | $84.3M | 3.0% | |
| VANGUARD INSTITUTIONAL EXTND MKT ID VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $83.1M | 3.0% | |
| Janus Henderson Balanced N Registered Investment Company | — | — | $1.7M | $77.9M | 2.8% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $59.8M | 2.2% | |
| WILMINGTON TRUST MFS MID CAP GRWTH GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 597 | Common Collective Trust | — | $3.3M | $55.7M | 2.0% | |
| Franklin US Government Securities R6 Registered Investment Company | — | — | $10.2M | $51.0M | 1.8% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735989 / PN 001 | Common Collective Trust | — | — | $50.7M | 1.8% | |
| VICTORY SMALL CAP VALUE COLLECTIVE GLOBAL TRUST COMPANY · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $50.5M | 1.8% | |
| Participant loans 4.25 percent to 9.5 percent through 2039 | — | — | $48.0M | $48.0M | 1.7% | |
| VANGUARD TRGT RETIRE TRUSTPLUS INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $25.9M | 0.9% | |
| Vanguard Target Retirement Trust Plus Income Common / Collective Trust 461 | — | — | — | $25.9M | 0.9% | |
| Causeway Emerging Markets institutional Registered Investment Company | — | — | $1.7M | $18.9M | 0.7% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $17.1M | 0.6% | |
| Vanguard Cash Reserve Federal Money Market Admiral Registered Investment Company | — | — | $4.0M | $4.0M | 0.1% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.5M | <0.1% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |