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Original filing (PDF)20251008130942NAL0005588977001
ACCURATE INVENTORY AND CALCULATING SERVICE, INC.
Form 5500
FILING_RECEIVED
ACCURATE INVENTORY & CALCULATING SERVICE INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
181
Accounts w/ balance
213
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Growth Index Adm Vanguard 0" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCURATE INVENTORY AND CALCULATING SERVICE, INC..
Plan sponsor
Name
ACCURATE INVENTORY AND CALCULATING SERVICE, INC.
EIN
31-0802227
Address
4284 NORTH HIGH STREET · COLUMBUS, OH · 43214
Phone
(614) 261-1190
Industry
Admin Support & Waste Mgmtsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | — | DUBLIN, OH | NONE | $33K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $29K | — |
Investments
22 direct securities · 2 pooled funds· $19.6M(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
$18.3M
22 holdings
Common Collective Trust
$1.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $5.4M | 27.7% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $4.4M | 22.2% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.8% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $941K | 4.8% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $865K | 4.4% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $854K | 4.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $847K | 4.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $817K | 4.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $643K | 3.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $562K | 2.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $449K | 2.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $418K | 2.1% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $388K | 2.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $305K | 1.6% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $301K | 1.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $208K | 1.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $196K | 1.0% | |
| GG EUROPACIFIC GROWTH TRUST R1 GREAT GRAY TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $193K | 1.0% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $164K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $139K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $114K | 0.6% | |
| PGIM High Yield CL Z PGIM 0 | — | — | — | $98K | 0.5% | |
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $95K | 0.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $64K | 0.3% |
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