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Original filing (PDF)20250831132533NAL0007378083001
ACUTEC PRECISION AEROSPACE, INC.
Form 5500
FILING_RECEIVED
ACUTEC PRECISION AEROSPACE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
477
Accounts w/ balance
472
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
29 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
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACUTEC PRECISION AEROSPACE, INC..
Plan sponsor
Name
ACUTEC PRECISION AEROSPACE, INC.
EIN
25-1576100
Address
13555 BROADWAY · MEADVILLE, PA · 16335
Phone
(814) 336-7246
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
2025-08-31
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HILL BARTH & KING LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SVCS | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $41K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | — | PITTSBURGH, PA | CONTRACT ADMI | $15K | — |
Investments
29 direct securities· $23.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LIFESTYLE MODERATE R6 Mutual Fund | — | — | — | $5.7M | 23.9% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | — | — | — | $1.9M | 7.9% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Fund | — | — | — | $1.8M | 7.7% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Fund | — | — | — | $1.7M | 7.1% | |
| NUVEEN LIFESTYLE GROWTH R6 Mutual Fund | — | — | — | $1.4M | 5.8% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Fund | — | — | — | $1.2M | 5.1% | |
| KEY GUARANTEED PORTFOLIO FUND Insurance General Account | — | — | — | $1.1M | 4.6% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Fund | — | — | — | $1.1M | 4.5% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Fund | — | — | — | $987K | 4.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Bearing interest at a rate of 4.25-9.50% - | — | — | — | $978K | 4.1% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Fund | — | — | — | $945K | 4.0% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Fund | — | — | — | $942K | 4.0% | |
| T. ROWE PRICE EQUITY INCOME I Mutual Fund | — | — | — | $529K | 2.2% | |
| FIDELITY ADVISOR SMALL CAP GROWTH Z Mutual Fund | — | — | — | $520K | 2.2% | |
| NUVEEN LIFESTYLE CONSERVATIVE R6 Mutual Fund | — | — | — | $490K | 2.1% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Fund | — | — | — | $446K | 1.9% | |
| JPMORGAN MID CAP VALUE R6 Mutual Fund | — | — | — | $290K | 1.2% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST Mutual Fund | — | — | — | $285K | 1.2% | |
| FEDERATED HERMES INSTL HIGH YIELD BD R6 Mutual Fund | — | — | — | $280K | 1.2% | |
| HARTFORD INTERNATIONAL OPPORTUNITIES R6 Mutual Fund | — | — | — | $229K | 1.0% | |
| BLACKROCK TOTAL RETURN K Mutual Fund | — | — | — | $176K | 0.7% | |
| DFA US TARGETED VALUE I Mutual Fund | — | — | — | $143K | 0.6% | |
| BLACKROCK EMERGING MKTS K Mutual Fund | — | — | — | $122K | 0.5% | |
| BLACKROCK COMMODITY STRATEGIES K Mutual Fund | — | — | — | $122K | 0.5% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual Fund | — | — | — | $100K | 0.4% | |
| PRINCIPAL REAL ESTATE SECURITIES FD R-6 Mutual Fund | — | — | — | $92K | 0.4% | |
| INVESCO INTERNATIONAL BOND R6 Mutual Fund | — | — | — | $83K | 0.4% | |
| NUVEEN LIFESTYLE INCOME R6 Mutual Fund | — | — | — | $81K | 0.3% | |
| FIDELITY 500 INDEX Mutual Fund | — | — | — | $42K | 0.2% |