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Original filing (PDF)20250915111041NAL0001046769001
ACUMENT GLOBAL TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
ACUMENT GLOBAL TECHNOLOGIES, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
1,079
Accounts w/ balance
1,449
Plan assets (EOY)
$129.5M
Net assets (EOY)
$129.5M
How this plan invests
This plan
15 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)
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
80
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACUMENT GLOBAL TECHNOLOGIES, INC..
Plan sponsor
Name
ACUMENT GLOBAL TECHNOLOGIES, INC.
EIN
20-5110172
Address
6125 EAST 18 MILE ROAD · STERLING HEIGHTS, MI · 48314
Phone
(815) 544-7550
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $112K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $59K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN, PLLP | 38-1357951 | — | AUDITOR | $20K | — |
Investments
12 direct securities · 15 pooled funds· $129.5M(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
$94.8M
15 holdings
Uncategorized
$34.7M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TROWE PR D 2035 TR A T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $21.3M | 16.4% | |
| TROWE PR D 2030 TR A T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $18.0M | 13.9% | |
| TROWE PR D 2040 TR A T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.3M | 9.5% | |
| TROWE PR D 2025 TR A T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $11.3M | 8.8% | |
| Vanguard Total Stock Mkt Idx Instl | — | — | — | $9.2M | 7.1% | |
| JPMorgan Lg Cap Gr R6 | — | — | — | $7.4M | 5.7% | |
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $7.3M | 5.6% | |
| TROWE PR D 2045 TR A T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.1M | 4.7% | |
| ALLSPRING CORE PLUS BOND CIT MD1 SEI · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.5% | |
| TROWE PR D 2055 TR A T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.9M | 3.0% | |
| TROWE PR D 2050 TR A T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.5% | |
| MFS Intl Eq R6 | — | — | — | $3.2M | 2.5% | |
| Blackrock Eq Dividend Inv A | — | — | — | $3.0M | 2.3% | |
| TROWE PR D 2020 TR A T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.1% | |
| MassMutual MassMtl Mid Cap Gr R5 | — | — | — | $2.6M | 2.0% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $2.5M | 2.0% | |
| Victory Sycamore Est Val R | — | — | — | $2.5M | 1.9% | |
| JP Morgan Undiscovered Mgrs Behavioral Val R6 | — | — | — | $1.3M | 1.0% | |
| TROWE PR D 2015 TR A T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.0% | |
| AB Small Cap Gr A | — | — | — | $1.2M | 1.0% | |
| TROWE PR D 2060 TR A T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.9% | |
| Cohen & Steers Cohen & Steers Realty Shares L | — | — | — | $896K | 0.7% | |
| Cullen Emerging Mkts High Div I | — | — | — | $876K | 0.7% | |
| TROWE PR D 2065 TR A T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $198K | 0.2% | |
| TROWE PR D 2010 TR A T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $112K | <0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $32K | <0.1% | |
| TROWE PR D 2005 TR A T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% |