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Original filing (PDF)20251015144456NAL0002593859001
ACEMCO INCORPORATED
Form 5500
FILING_RECEIVED
ACEMCO SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
137
Accounts w/ balance
174
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AMERFUNDS 2035 TARG DATERET R6" is 31% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACEMCO INCORPORATED.
Plan sponsor
Name
ACEMCO INCORPORATED
EIN
38-1875225
Address
7297 ENTERPRISE DRIVE · SPRING LAKE, MI · 49456
Phone
(616) 402-1711
Industry
Manufacturingsee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NOVOTNY CPA GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 82-3226180 | — | INVESTMENT/FINANCIAL ADVI | $10K | — |
Investments
20 direct securities · 1 pooled fund· $7.0M(98% 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.
Registered Investment Companies
$6.8M
20 holdings
Common Collective Trust
$182K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 30.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $705K | 9.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $576K | 8.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $568K | 8.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $543K | 7.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $380K | 5.4% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $354K | 5.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $323K | 4.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $313K | 4.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $200K | 2.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $197K | 2.8% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $182K | 2.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $116K | 1.6% | |
| COLUMBIA SMALL CAP INDEX I2 | Registered Investment Companies | — | — | $105K | 1.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $77K | 1.1% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $69K | 1.0% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $40K | 0.6% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $36K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $24K | 0.3% | |
| AMERCENT INFL ADJ BD R5 | Registered Investment Companies | — | — | $2K | <0.1% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $2K | <0.1% |
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