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Original filing (PDF)20251003102213NAL0000786035001
ACCERTIFY, INC.
Form 5500
FILING_RECEIVED
ACCERTIFY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
334
Accounts w/ balance
314
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
18 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCERTIFY, INC..
Plan sponsor
Name
ACCERTIFY, INC.
EIN
26-2708428
Address
2 PIERCE PL STE 900 · ITASCA, IL · 601433133
Phone
(630) 735-4400
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO, USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
Investments
15 direct securities · 18 pooled funds· $21.0M(99% 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
$14.8M
18 holdings
Uncategorized
$6.2M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.1M | 14.8% | |
| Fidelity 500 Index R6 | — | — | — | $2.9M | 13.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.2M | 10.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 8.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 7.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.4M | 6.6% | |
| LARGE CAP GRWTH FUND IV CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $837K | 4.0% | |
| Principal Guaranteed Option | — | — | — | $786K | 3.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $697K | 3.3% | |
| Fidelity Mid Cap Index R6 | — | — | — | $666K | 3.1% | |
| Participant loans 4.25% to 9.50% - | — | — | — | $573K | 2.7% | |
| Fidelity US Bond Index R6 | — | — | — | $482K | 2.3% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $292K | 1.4% | |
| Fidelity International Index R6 | — | — | — | $291K | 1.4% | |
| Blackrock flexPATH Strategies Mid Cap Growth II R1 | — | — | — | $253K | 1.2% | |
| SMALL CAP VALUE III CL R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $143K | 0.7% | |
| American Funds American High-Income R6 | — | — | — | $110K | 0.5% | |
| Fidelity Small Cap Index R6 | — | — | — | $69K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $23K | 0.1% | |
| Fidelity Emerging Market Index Fund R6 | — | — | — | $22K | 0.1% | |
| Fidelity Real Estate Index R6 | — | — | — | $20K | <0.1% | |
| Principal Lifetime Hybrid Income Z | — | — | — | $19K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $19K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $17K | <0.1% | |
| (E) | — | — | $23K | $16K | <0.1% | |
| SMALL CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $16K | <0.1% | |
| American Funds Bond Funds of America R6 | — | — | — | $6K | <0.1% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $6K | <0.1% | |
| (E) | — | — | $5K | $6K | <0.1% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $555 | <0.1% |
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