Laura KUNZ signed Exact Logix, Inc. DBA Acculynx's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exact Logix, Inc. DBA Acculynx's EIN is 26-2795995.
Download the official 2024 Form 5500 (PDF) for Exact Logix, Inc. DBA Acculynx from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exact Logix, Inc. DBA Acculynx'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares N/R | Mutual Funds | — | — | $2.0M | 14.2% | |
| Fidelity Blue Chip Growth Fund N/R | Mutual Funds | — | — | $1.8M | 12.6% | |
| DFA U.S. Large Cap Value III Portfolio N/R | Mutual Funds | — | — | $962K | 6.7% | |
| Fidelity Freedom 2060 Fund - Class K N/R | Mutual Funds | — | — | $947K | 6.6% | |
| Fidelity Freedom 2045 Fund - Class K N/R | Mutual Funds | — | — | $798K | 5.5% | |
| Fidelity Freedom 2050 Fund - Class K N/R | Mutual Funds | — | — | $776K | 5.4% | |
| Vanguard Total Stock Market Index Fund N/R | Common Collective Trusts | — | — | $725K | 5.0% | |
| Fidelity Freedom 2055 Fund - Class K N/R | Mutual Funds | — | — | $586K | 4.1% | |
| DFA International Value Portfolio III N/R | Mutual Funds | — | — | $511K | 3.6% | |
| Vanguard Small Cap Value Index Fund N/R | Common Collective Trusts | — | — | $441K | 3.1% | |
| Fidelity Small Cap Growth Fund N/R | Mutual Funds | — | — | $402K | 2.8% | |
| Vanguard Developed Markets Index Fund N/R | Common Collective Trusts | — | — | $396K | 2.8% | |
| DFA Emerging Markets Core Equity Portfolio N/R | Mutual Funds | — | — | $362K | 2.5% | |
| Institutional Class * Fidelity Freedom 2035 Fund - Class K N/R | Mutual Funds | — | — | $294K | 2.0% | |
| Fidelity Total Bond Fund N/R | Mutual Funds | — | — | $294K | 2.0% | |
| DFA International Small Company Portfolio N/R | Mutual Funds | — | — | $282K | 2.0% | |
| Institutional Class * Fidelity Freedom 2040 Fund - Class K N/R | Mutual Funds | — | — | $263K | 1.8% | |
| DFA International Small Cap Value Fund N/R | Mutual Funds | — | — | $252K | 1.8% | |
| Fidelity Freedom 2025 Fund - Class K N/R | Mutual Funds | — | — | $238K | 1.7% | |
| Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $236K | 1.6% | |
| Fidelity Freedom 2065 Fund - Class K N/R | Mutual Funds | — | — | $206K | 1.4% | |
| PIMCO CommoditiesPLUS Strategy Fund N/R | Mutual Funds | — | — | $195K | 1.4% | |
| Institutional Class * Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $179K | 1.2% | |
| Vanguard Short-Term Bond Index Fund N/R | Common Collective Trusts | — | — | $175K | 1.2% | |
| T. Rowe Price Dividend Growth Fund Advisor Class N/R | Other securities | — | — | $173K | 1.2% | |
| DFA U.S. Micro Cap Portfolio Institutional Class N/R | Mutual Funds | — | — | $160K | 1.1% | |
| PIMCO International Bond Fund Institutional Class N/R | Mutual Funds | — | — | $141K | 1.0% | |
| DFA Inflation Protected Securities Portfolio N/R | Mutual Funds | — | — | $132K | 0.9% | |
| Institutional Class DFA Global Real Estate Securities N/R | Mutual Funds | — | — | $112K | 0.8% | |
| MFS Mid Cap Growth Fund R3 N/R | Mutual Funds | — | — | $104K | 0.7% | |
| Money Market Fund Gabelli U.S. Treasury Money Market Fund Class N/R | Cash / Money Market | — | — | $101K | 0.7% | |
| Allspring Special Mid Cap Value Fund - Class Admin N/R | Other securities | — | — | $54K | 0.4% | |
| Fidelity Real Estate Investment Portfolio N/R | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Freedom 2030 Fund - Class K N/R | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
