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Original filing (PDF)20250905123735NAL0010356339001
ACCUTECH SYSTEMS CORP.
Form 5500
FILING_RECEIVED
ACCUTECH 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 3
47% in single holding~95 bps in Sched C feesNo recordkeeper disclosed
Active participants
162
Accounts w/ balance
177
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
6 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MFS MID CAP GROWTH FUND (extraction pending)]" is 47% of plan.
- 95 bps in Schedule C fees — 82% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCUTECH SYSTEMS CORP..
Plan sponsor
Name
ACCUTECH SYSTEMS CORP.
EIN
35-1754046
Address
115 S WALNUT ST. · MUNCIE, IN · 47304
Phone
(765) 722-3000
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
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
| COMPENSATION SYSTEMS, INC. | 13-9116300 | — | CONTRACT ADMINISTRATOR | $4K | — |
| COMPENSATION SYSTEMS, INC. | 35-1277460 | — | CONTRACT ADMINISTRATOR | $3K | — |
Investments
6 pooled funds· $140K(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FRS MFS MID CAP GROWTH G1 FD GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $65K | 0.8% | |
| GREAT GRAY FID INST AM CR FI U GREAT GRAY TRUST COMPANY · EIN 38-7275326 / PN 001 | Common Collective Trust | — | — | $29K | 0.3% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $24K | 0.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $21K | 0.3% | |
| FRS WESTERN AST CRBD CIT CL G1 GREAT GRAY TRUST COMPANY · EIN 82-4408926 / PN 373 | Common Collective Trust | — | — | $0 | <0.1% | |
| FRS FRANKLIN INT'L GWTH G1 FD GREAT GRAY TRUST COMPANY · EIN 26-3783561 / PN 911 | Common Collective Trust | — | — | $0 | <0.1% |
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