Ralph E. Ussack signed Accutrex Products, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accutrex Products, Inc.'s EIN is 25-1388919.
Download the official 2024 Form 5500 (PDF) for Accutrex Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accutrex Products, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOCUS OPERATING LLC DBA JFS WEALTH | — | LAKE SUCCESS, NY | OTHER | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The American Funds Group American Funds Growth Fund R6 NA | Mutual Funds | — | — | $4.9M | 27.7% | |
| The American Funds Group American Funds Washington Mutual R6 NA | Mutual Funds | — | — | $2.4M | 13.9% | |
| The American Funds Group American Funds Capital World G/I R6 NA | Mutual Funds | — | — | $2.1M | 11.8% | |
| The American Funds Group American Funds Smallcap World R6 NA | Mutual Funds | — | — | $2.1M | 11.7% | |
| The American Funds Group American Funds New World R6 NA | Mutual Funds | — | — | $803K | 4.6% | |
| The American Funds Group American Funds Income Fund R6 NA | Mutual Funds | — | — | $649K | 3.7% | |
| The American Funds Group American Funds Fundamental Investors R6 NA | Mutual Funds | — | — | $633K | 3.6% | |
| The American Funds Group American Funds Amcap R6 NA | Mutual Funds | — | — | $621K | 3.5% | |
| Participant Loans Notes Receivable from Participants (with - | Participant loans | — | — | $395K | 2.2% | |
| Vanguard Small Cap Index Fund - Admiral NA | Common Collective Trusts | — | — | $314K | 1.8% | |
| The American Funds Group American Funds 2035 Target Date Fund R6 NA | Mutual Funds | — | — | $298K | 1.7% | |
| The American Funds Group American Funds Bond Fund Of America R6 NA | Mutual Funds | — | — | $296K | 1.7% | |
| The American Funds Group American Funds 2040 Target Date Fund R6 NA | Mutual Funds | — | — | $274K | 1.6% | |
| The American Funds Group American Funds 2030 Target Date Fund R6 NA | Mutual Funds | — | — | $239K | 1.4% | |
| The American Funds Group American Funds 2025 Target Date Fund R6 NA | Mutual Funds | — | — | $176K | 1.0% | |
| The American Funds Group American Funds American Balanced R6 NA | Mutual Funds | — | — | $168K | 1.0% | |
| The American Funds Group American Funds US Govt Money Market NA | Mutual Funds | — | — | $154K | 0.9% | |
| R6 * The American Funds Group American Funds 2045 Target Date Fund R6 NA | Mutual Funds | — | — | $149K | 0.8% | |
| DFA International Core Equity I NA | Mutual Funds | — | — | $134K | 0.8% | |
| DFA US Core Equity I NA | Mutual Funds | — | — | $130K | 0.7% | |
| JPMorgan Core Plus Bond R6 NA | Other securities | — | — | $112K | 0.6% | |
| The American Funds Group American Funds 2060 Target Date Fund R6 NA | Mutual Funds | — | — | $112K | 0.6% | |
| The American Funds Group American Funds 2065 Target Date Fund R6 NA | Mutual Funds | — | — | $109K | 0.6% | |
| The American Funds Group American Funds 2050 Target Date Fund R6 NA | Mutual Funds | — | — | $101K | 0.6% | |
| The American Funds Group American Funds 2055 Target Date Fund R6 NA | Mutual Funds | — | — | $86K | 0.5% | |
| The American Funds Group American Funds US Government Sec R6 NA | Mutual Funds | — | — | $74K | 0.4% | |
| Vanguard FTSE All-Wld Ex-US Idx NA | Common Collective Trusts | — | — | $66K | 0.4% | |
| Admiral DFA Emerging Markets Core Equity I NA | Mutual Funds | — | — | $33K | 0.2% | |
| The American Funds Group American Funds 2010 Target Date Fund R6 NA | Mutual Funds | — | — | $10K | <0.1% | |
| Interest-bearing Cash NA | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
