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Original filing (PDF)20250926181231NAL0004138515001
M.S. AEROSPACE, INC.
Form 5500
FILING_RECEIVED
M. S. AEROSPACE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
217
Accounts w/ balance
137
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M.S. AEROSPACE, INC..
Plan sponsor
Name
M.S. AEROSPACE, INC.
EIN
95-4374344
Address
13928 BALBOA BLVD. · SYLMAR, CA · 91342
Phone
(818) 833-9095
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | OTHER FEES | $45K | — |
| USI ADVISORS,INC. | 06-1397347 | — | SERVICE PROVIDER | $0 | — |
Investments
30 direct securities· $15.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investments * Voya Fixed Account Guaranteed Interest Contract $ | — | — | — | $3.6M | 23.8% | |
| Voya Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.8M | 11.9% | |
| Voya Target Retirement 2025 Fund Mutual Fund | — | — | — | $1.5M | 9.6% | |
| VY T. Rowe Price Capital Appreciation Portfolio Mutual Fund | — | — | — | $1.2M | 8.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.1M | 7.0% | |
| Voya Target Retirement 2045 Fund Mutual Fund | — | — | — | $973K | 6.4% | |
| T. Rowe Price Blue Chip Growth Fund Mutual Fund | — | — | — | $917K | 6.0% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $654K | 4.3% | |
| Macquarie Mid-Cap Growth Fund Mutual Fund | — | — | — | $569K | 3.7% | |
| Voya Target In-Retirement Fund Mutual Fund | — | — | — | $549K | 3.6% | |
| Voya Target Retirement 2055 Fund Mutual Fund | — | — | — | $410K | 2.7% | |
| Voya Target Retirement 2030 Fund Mutual Fund | — | — | — | $293K | 1.9% | |
| Macquarie Diversified Income Fund Mutual Fund | — | — | — | $238K | 1.6% | |
| Voya Target Retirement 2040 Fund Mutual Fund | — | — | — | $184K | 1.2% | |
| Voya Target Retirement 2050 Fund Mutual Fund | — | — | — | $166K | 1.1% | |
| Victory Trivalent International Small-Cap Fund Mutual Fund | — | — | — | $157K | 1.0% | |
| Pioneer Equity Income Fund Mutual Fund | — | — | — | $125K | 0.8% | |
| Cohen & Steers Institutional Realty Shares Fund Mutual Fund | — | — | — | $103K | 0.7% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $96K | 0.6% | |
| Baron Small-Cap Fund Mutual Fund | — | — | — | $91K | 0.6% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $88K | 0.6% | |
| Macquarie Emerging Markets Fund Mutual Fund | — | — | — | $85K | 0.6% | |
| Voya Target Retirement 2060 Fund Mutual Fund | — | — | — | $71K | 0.5% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $66K | 0.4% | |
| MFS Mid-Cap Value Fund Mutual Fund | — | — | — | $66K | 0.4% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $33K | 0.2% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $28K | 0.2% | |
| Voya Target Retirement 2065 Fund Mutual Fund | — | — | — | $15K | <0.1% | |
| Voya Government Money Market Fund Money Market Mutual Fund | — | — | — | $6K | <0.1% | |
| PIMCO Diversified Income Fund Mutual Fund | — | — | — | $4K | <0.1% |
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