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Original filing (PDF)20250826220217NAL0008860833008
ACUITYCFO
Form 5500
FILING_RECEIVED
ACUITYCFO 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
76
Accounts w/ balance
98
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral class Mutual Fund" is 25% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACUITYCFO.
Plan sponsor
Name
ACUITYCFO
EIN
20-1382866
Address
3423 PIEDMONT ROAD · ATLANTA, GA · 30305
Phone
(888) 418-8410
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
31 direct securities· $5.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral class Mutual Fund | — | — | — | $1.3M | 25.4% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $656K | 12.6% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $526K | 10.1% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $521K | 10.0% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $376K | 7.2% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $324K | 6.3% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $272K | 5.2% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $227K | 4.4% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $175K | 3.4% | |
| Vanguard Group REIT Index Fund Admiral SHS Mutual Fund | — | — | — | $174K | 3.3% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $98K | 1.9% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $86K | 1.7% | |
| Vanguard Group Total Instl Stock Index Admiral Mutual Fund | — | — | — | $50K | 1.0% | |
| Participant Loans to participants, bearing interest from 8.0% to 9.5% | — | — | — | $44K | 0.8% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $41K | 0.8% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $39K | 0.8% | |
| Vanguard Intermediate Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $35K | 0.7% | |
| Vanguard Group Large Cap Index Admiral Mutual Fund ** 722 Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $32K | 0.6% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund ** 720 Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $26K | 0.5% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $24K | 0.5% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $22K | 0.4% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $19K | 0.4% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $18K | 0.3% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $17K | 0.3% | |
| Vanguard Group Mid-Cap Value Index Federal Admiral Mutual Fund | — | — | — | $15K | 0.3% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $11K | 0.2% | |
| Vanguard Communication Services Index Fund Admiral Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $7K | 0.1% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $5K | 0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Dividend Appreciation Index Fund Admiral Mutual Fund ** 2 Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $3K | <0.1% |