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Original filing (PDF)20251015101711NAL0008699218001
ACCUPAC, LLC
Form 5500
FILING_RECEIVED
ACCUPAC, LLC 401(K) PLAN
401(k) retirement plan
Active participants
911
Accounts w/ balance
1,083
Plan assets (EOY)
$31.3M
Net assets (EOY)
$31.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 ACCUPAC, LLC.
Plan sponsor
Name
ACCUPAC, LLC
EIN
23-2017278
Address
1501 INDUSTRIAL BLVD · MAINLAND, PA · 19451
Phone
(215) 256-7053
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
3F · Sponsor used leased employees
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCG SECURITIES | 23-1664237 | — | ADVISOR | $68K | — |
Investments
29 direct securities · 1 pooled fund· $31.7M(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.
Uncategorized
$31.3M
29 holdings
Common Collective Trust
$400K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund - R4 | — | — | — | $4.2M | 13.4% | |
| American Funds 2055 Target Date Retirement Fund - R4 | — | — | — | $4.1M | 13.0% | |
| American Funds 2035 Target Date Retirement Fund - R4 | — | — | — | $3.9M | 12.6% | |
| American Funds 2045 Target Date Retirement Fund - R4 | — | — | — | $3.4M | 10.7% | |
| American Funds 2040 Target Date Retirement Fund - R4 | — | — | — | $3.2M | 10.2% | |
| American Funds 2025 Target Date Retirement Fund - R4 | — | — | — | $2.4M | 7.7% | |
| American Funds 2050 Target Date Retirement Fund - R4 | — | — | — | $2.1M | 6.7% | |
| American Funds 2020 Target Date Retirement Fund - R4 | — | — | — | $1.3M | 4.1% | |
| Fidelity Investments Blue Chip Growth Fund | — | — | — | $978K | 3.1% | |
| Fidelity Investments 500 Index Fund | — | — | — | $922K | 2.9% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $765K | 2.4% | |
| maturing through November 2029 | — | — | — | $638K | 2.0% | |
| Fidelity Investments Government Money Market DM Fund | — | — | — | $533K | 1.7% | |
| Fidelity Investments Total Market Index Fund | — | — | — | $447K | 1.4% | |
| Fidelity Investments Fidelity Managed Income Portfolio Fund Class I | — | — | — | $400K | 1.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $400K | 1.3% | |
| American Funds 2015 Target Date Retirement Fund - R4 | — | — | — | $389K | 1.2% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $253K | 0.8% | |
| American Funds 2010 Target Date Retirement Fund - R4 | — | — | — | $243K | 0.8% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $190K | 0.6% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $170K | 0.5% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $169K | 0.5% | |
| Fidelity Investments Puritan Fund | — | — | — | $159K | 0.5% | |
| Fidelity Investments International Capital Appreciation Fund | — | — | — | $154K | 0.5% | |
| American Funds New Perspective Fund Class R4 | — | — | — | $143K | 0.5% | |
| Fidelity Investments International Index Fund | — | — | — | $143K | 0.5% | |
| Pioneer Investments Bond Fund Class Y | — | — | — | $69K | 0.2% | |
| Franklin Templeton Investments Small Cap Growth Fund Class R6 | — | — | — | $42K | 0.1% | |
| American Beacon Small Cap Value Fund | — | — | — | $10K | <0.1% | |
| PGIM High Yield Fund Class Z | — | — | — | $9K | <0.1% |