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Original filing (PDF)20251014122144NAL0005890290001
ALACRITY SOLUTIONS GROUP, LLC
Form 5500
FILING_RECEIVED
ALACRITY SOLUTIONS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,773
Accounts w/ balance
1,028
Plan assets (EOY)
$38.4M
Net assets (EOY)
$38.4M
How this plan invests
This plan
10 pooled trusts
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALACRITY SOLUTIONS GROUP, LLC.
Plan sponsor
Name
ALACRITY SOLUTIONS GROUP, LLC
EIN
36-3306934
Address
9725 WINDERMERE BLVD. · FISHERS, IN · 46037
Phone
(800) 968-4456
Industry
Finance & Insurancesee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LJI WEALTH MANAGEMENT, LLC | — | INDIANAPOLIS, IN | ADVISOR | $50K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS, LTD. | — | INDIANAPOLIS, IN | TPA | $23K | — |
| CBIZ BENEFITS & INS SERVICES INC | — | CINCINNATI, OH | TPA | $16K | — |
Investments
36 direct securities · 10 pooled funds· $38.3M(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
$25.6M
36 holdings
Common Collective Trust
$12.7M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares 9,604 | — | — | — | $5.2M | 13.6% | |
| American Funds American Balanced Fund Class R-6 136,221 | — | — | — | $4.7M | 12.2% | |
| JPMorgan Large Cap Growth Fund Class R6 44,025 | — | — | — | $3.7M | 9.6% | |
| AMERICAN CENT RD HYBRID 2045 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $2.5M | 6.5% | |
| AMERICAN CENT RD HYBRID 2040 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $2.2M | 5.8% | |
| AMERICAN CENT RD HYBRID 2035 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.9M | 5.0% | |
| AMERICAN CENT RD HYBRID 2050 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $1.7M | 4.4% | |
| Vanguard Small Cap Index Fund Admiral Shares 14,096 | — | — | — | $1.6M | 4.2% | |
| AMERICAN CENT RD HYBRID 2030 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 118,484 | — | — | — | $1.1M | 2.9% | |
| REGISTERED INVESTMENT COMPANIES American Century Mid Cap Value Fund I Class 70,731 | — | — | — | $1.1M | 2.9% | |
| AMEICAN CENT RD HYBRID 2025 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $1.0M | 2.7% | |
| Federated Hermes Government Obligations Advisor 1,018,769 | — | — | — | $1.0M | 2.7% | |
| JPMorgan Core Bond Fund Class R6 96,111 | — | — | — | $973K | 2.5% | |
| AMERICAN CENT RD HYBRID IN RET CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $845K | 2.2% | |
| American Funds New World Fund Class R-6 8,649 | — | — | — | $666K | 1.7% | |
| Vanguard Wellesly Income Fund Admiral Shares 11,020 | — | — | — | $661K | 1.7% | |
| AMERICAN CENT RD HYBRID 2055 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $623K | 1.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares 19,111 | — | — | — | $606K | 1.6% | |
| JPMorgan Mid Cap Growth Fund Class R5 10,673 | — | — | — | $546K | 1.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25-10.50%, with maturities through October 2032 0 | — | — | — | $517K | 1.3% | |
| Columbia Dividend Income Fund Institutional 3 Class 14,489 | — | — | — | $489K | 1.3% | |
| PGIM High Yield Fund Class R6 96,286 | — | — | — | $459K | 1.2% | |
| AMERICAN CENT RD HYBRID 2060 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $434K | 1.1% | |
| MFS International Intrinsic Value Fund Class R6 10,402 | — | — | — | $372K | 1.0% | |
| PGIM Jennison Small Company Fund Class R4 14,291 | — | — | — | $341K | 0.9% | |
| PIMCO Real Return Fund Institutional Class 30,057 | — | — | — | $300K | 0.8% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z 15,657 | — | — | — | $270K | 0.7% | |
| DFA U.S. Targeted Value Portfolio Institutional Class 7,612 | — | — | — | $262K | 0.7% | |
| Fidelity 500 Index Fund 1,148 | — | — | — | $234K | 0.6% | |
| AMERICAN CENT RD HYBRID 2065 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $193K | 0.5% | |
| DFA International Small Company Portfolio Institutional Class 8,632 | — | — | — | $167K | 0.4% | |
| American Funds 2030 Target Date Retirement Fund Class R-2 3,608 | — | — | — | $60K | 0.2% | |
| American Funds 2050 Target Date Retirement Fund Class R-2 2,684 | — | — | — | $54K | 0.1% | |
| American Funds 2055 Target Date Retirement Fund Class R-2 1,636 | — | — | — | $41K | 0.1% | |
| Vanguard Mid Cap Index Fund Admiral Shares 121 | — | — | — | $40K | 0.1% | |
| American Funds Growth Fund of America Class R-2 292 | — | — | — | $19K | <0.1% | |
| American Funds 2040 Target Date Retirement Fund Class R-2 831 | — | — | — | $16K | <0.1% | |
| MONEY MARKET FUND SHARES American Funds US Government Money Market Fund Class R-2 14,945 | — | — | — | $15K | <0.1% | |
| American Funds 2060 Target Date Retirement Fund Class R-2 762 | — | — | — | $13K | <0.1% | |
| American Funds 2045 Target Date Retirement Fund Class R-2 558 | — | — | — | $11K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund Class R-2 452 | — | — | — | $8K | <0.1% | |
| American Funds Investment Company of America Class R-2 115 | — | — | — | $7K | <0.1% | |
| American Funds EUPAC Class R-2 70 | — | — | — | $4K | <0.1% | |
| American Funds New World Fund Class R-2 17 | — | — | — | $1K | <0.1% | |
| American Funds 2035 Target Date Retirement Fund Class R-2 65 | — | — | — | $1K | <0.1% |