How big is Accurate Perforating Company, Inc.'s plan?

Accurate Perforating Company, Inc.'s plan reported $12.9M in assets and 267 participants for 2024.

Original filing (PDF)20250820121402NAL0001598307001

Accurate Perforating Company, Inc.

Name: Accurate Perforating Company, Inc. — Accurate, Form 5500 (2024)
Creator: Accurate Perforating Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Accurate Perforating Company, Inc. 401(k) Plan

401(k) retirement plan · Accurate Perforating Company, Inc.'s Accurate Perforating Company, Inc. 401(k) Plan held $12.9M in plan assets for 267 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

267

Accounts w/ balance

148

Plan assets (EOY)

$12.9M

Net assets (EOY)

$12.9M

People on this filing

Laura Kenney Ricketts signed Accurate Perforating Company, Inc.'s 2024 Form 5500 as plan administrator.

Laura Kenney Ricketts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Accurate Perforating Company, Inc.'s EIN is 36-2085799.

EIN 36-2085799

Plan number 002

Plan year 2024

ACK ID 20250820121402NAL0001598307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Accurate Perforating Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Accurate Perforating Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

ACCURATE PERFORATING COMPANY, INC.

EIN

all filings

Address

3636 SOUTH KEDZIE AVE · CHICAGO, IL · 60632

Phone

(773) 254-3232

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2A · Age/service weighted or new comparability

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Investments

35 direct securities· $12.9M(100% of reported assets)

Mutual Funds

$10.7M

21 holdings

Common Collective Trusts

$1.2M

5 holdings

Common Stocks

$522K

1 holding

Other securities

$263K

6 holdings

Bonds / Notes

$170K

1 holding

U.S. Treasuries

$31K

1 holding

					% of plan
Fidelity Freedom 2035 Fund - Class K6	Mutual Funds	—	—	$2.2M	17.4%
Fidelity Freedom 2030 Fund - Class K6	Mutual Funds	—	—	$1.2M	9.7%
Fidelity Freedom 2025 Fund - Class K6	Mutual Funds	—	—	$1.2M	9.1%
American Funds Washington Mutual Investors Fund Class R-6	Mutual Funds	—	—	$1.1M	8.3%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$857K	6.6%
Fidelity Government Money Market ** 22 * Fidelity Government Money Market Fund Class - K6	Mutual Funds	—	—	$789K	6.1%
American Funds The Growth Fund of America Class R-6	Mutual Funds	—	—	$757K	5.9%
Fidelity Freedom 2045 Fund - Class K6	Mutual Funds	—	—	$701K	5.4%
Fidelity Freedom 2040 Fund - Class K6	Mutual Funds	—	—	$653K	5.1%
BlackRock Global Allocation Fund, Inc. Institutional Shares	Common Stocks	—	—	$522K	4.0%
American Funds New Perspective Fund Class R-6	Mutual Funds	—	—	$398K	3.1%
Janus Henderson Forty Fund Class N	Mutual Funds	—	—	$356K	2.8%
American Funds American Mutual Fund Class R-6	Mutual Funds	—	—	$232K	1.8%
American Funds American Balanced Fund Class R-6	Mutual Funds	—	—	$230K	1.8%
Fidelity International Capital Appreciation K6 Fund	Mutual Funds	—	—	$217K	1.7%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$190K	1.5%
Notes receivable from participants Interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$170K	1.3%
Fidelity Freedom Income Fund - Class K6	Mutual Funds	—	—	$165K	1.3%
Fidelity Freedom 2060 Fund - Class K6	Mutual Funds	—	—	$153K	1.2%
Janus Henderson Triton Fund Class N	Mutual Funds	—	—	$150K	1.2%
Allspring Precious Metals Fund - Class Inst	Other securities	—	—	$148K	1.1%
Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$77K	0.6%
Participant-directed profit-sharing and 401(k) investments: (continued) Mutual funds and money market funds: (continued) MFS Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$61K	0.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$58K	0.4%
Fidelity Freedom 2050 Fund - Class K6	Mutual Funds	—	—	$56K	0.4%
Fidelity Freedom 2055 Fund - Class K6	Mutual Funds	—	—	$48K	0.4%
Victory Capital Victory Sophus Emerging Markets Fund Class R6	Other securities	—	—	$43K	0.3%
JPMorgan Government Bond Fund Class R6	U.S. Treasuries	—	—	$31K	0.2%
Allspring Special Mid Cap Value Fund - Class R6	Other securities	—	—	$25K	0.2%
JPMorgan High Yield Fund Class R6	Other securities	—	—	$25K	0.2%
American Century Small Cap Value Fund R6	Other securities	—	—	$19K	0.1%
Fidelity Freedom 2020 Fund - Class K6	Mutual Funds	—	—	$19K	0.1%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$8K	<0.1%
Fidelity Total Bond K6 Fund	Mutual Funds	—	—	$4K	<0.1%
Goldman Sachs Inflation Protected Securities Fund Class R6	Other securities	—	—	$4K	<0.1%